Nvidia to deliver one million GPUs and networking chips to AWS by 2027
Nvidia will deliver 1 million GPUs along with Spectrum, ConnectX and Groq chips to Amazon Web Services from 2024 through 2027, supporting AWS’s inference and AI workloads across seven chip types. The deal aligns with Nvidia’s projection of a $1 trillion sales opportunity for its upcoming Rubin and Blackwell chip families.
1. Deal Scope and Timeline
Nvidia will supply 1 million GPUs plus Spectrum, ConnectX and newly licensed Groq chips to AWS starting later this year through 2027. Sales encompass seven different Nvidia chip types to power inference and other AI workloads within AWS data centers.
2. Technical Integration and Workloads
AWS plans to deploy this broad chip mix to enhance efficiency of AI inference tasks. Integration of Nvidia’s networking gear such as Spectrum X and ConnectX aims to support high-performance data throughput alongside computing units.
3. Long-Term Sales Opportunity
This multi-year agreement ties into Nvidia’s forecast of a $1 trillion market opportunity for its forthcoming Rubin and Blackwell processor families. The collaboration marks a strategic alignment between Nvidia’s hardware roadmap and AWS’s cloud infrastructure expansion.