On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply large-scale GPU infrastructure through 2027.
According to Reuters, Nvidia and Amazon Web Services (AWS) confirmed a deal involving the purchase of one million GPUs, though the timeline was not initially disclosed.
Ian Buck, vice president of hyperscale and high-performance computing at Nvidia, said on March 19 that deliveries under the agreement would begin in 2026 and extend through 2027. The schedule aligns with CEO Jensen Huang's broader forecast that demand for the company's Blackwell and Rubin chip families could ultimately represent a US$1 trillion market opportunity.
While financial terms were not disclosed, Buck said the agreement spans far beyond GPUs. It also includes Nvidia's Spectrum networking chips, as well as Groq-related chips announced this week following Nvidia's recent licensing arrangement with the AI chip startup Groq.
Under the plan, AWS will deploy a mix of Nvidia's Groq-related accelerators alongside six other Nvidia chip types to improve inference performance. Buck said inference workloads are highly complex and require coordinated use of all seven chip categories rather than reliance on a single processor.
The agreement also covers the deployment of Nvidia's ConnectX and Spectrum-X networking hardware within AWS data centers. While AWS continues to develop its own custom silicon and infrastructure, the two companies will deepen collaboration on key AI workloads and major enterprise customers.
Article translated by Elaine Chen and edited by Jack Wu
