Nvidia will sell 1 million of its GPUs to Amazon Web Services by 2027, with deliveries beginning this year. The multi-year agreement expands beyond graphics chips to include Nvidia's Spectrum networking hardware and Groq inference processors.
Ian Buck, vice president of hyperscale computing at Nvidia, confirmed the timeline, aligning it with the company’s $1 trillion sales opportunity forecast for its Rubin and Blackwell chip families. Financial terms were not disclosed.
AWS will deploy a suite of seven Nvidia chips, including Connect X and Spectrum X networking solutions, to enhance AI inference performance in its data centers. This marks a strategic shift, as AWS typically relies on custom-built networking technology.
"Inference is hard. It's wickedly hard," Buck said. "To be the best at inference, it is not a one chip pony. We actually use all seven chips."
The collaboration underscores deepening integration between the two tech giants amid surging demand for AI-driven cloud services.