AWS to Receive One Million Nvidia GPUs by 2027, Integrates Groq and Networking Chips

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Amazon Web Services agreed to purchase one million Nvidia GPUs for delivery between 2026 and 2027 to accelerate its AI inference workloads. The deal also covers Spectrum and Connect X networking gear plus Groq chips under a $17 billion license to optimize large-scale AI performance.

1. Purchase Timeline

The GPU deliveries are set to commence in 2026 and extend through 2027, fulfilling a commitment of one million graphics processing units to support AWS’s expanding AI infrastructure and meet growing demand for inference workloads.

2. Additional Hardware Scope

Beyond GPUs, AWS will acquire Nvidia’s Spectrum and Connect X networking chips along with Groq chips obtained via a $17 billion license, deploying a combined suite of seven Nvidia chip types to optimize AI inference across data centres.

3. Strategic Impact for AWS

This partnership marks a shift from AWS’s traditional custom networking gear toward integrating Nvidia’s high-performance networking solutions and specialized inference chips, aiming to enhance scalability, efficiency and performance for large-scale AI deployments.

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