Nvidia has reached a multi-year agreement to supply Amazon Web Services with 1 million GPUs by 2027, underscoring rising demand for AI infrastructure. The deliveries are expected to begin this year and continue through the end of the decade.
The deal includes a broader range of Nvidia technologies beyond GPUs, such as Spectrum networking chips and newly introduced Groq chips. AWS plans to deploy a mix of these components to improve efficiency in AI inference, the process of generating outputs from trained models.
Nvidia said the combination of multiple chip types is necessary to handle increasingly complex AI workloads. The agreement also involves integrating Nvidia’s ConnectX and Spectrum-X networking systems into AWS data centers, marking closer collaboration between the two companies on infrastructure design.
The partnership aligns with Nvidia’s broader strategy to capitalize on growing AI demand, with the company projecting a $1 trillion market opportunity for its next-generation chip platforms.
