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Nvidia To Deliver 1 Million AI Chips To Amazon Web Services By 2027 In Massive Multi-Chip Deal Set To Supercharge Inference And Cloud Computing
Yahoo Finance· 2026-03-22 13:31
Nvidia Corp will deliver one million graphics processing units to Amazon.com, Inc.'s Web Services. AWS Locks In Massive Multi-Year GPU Deal Ian Buck, Nvidia's vice president of hyperscale and high-performance computing, told Reuters on Thursday that shipments will begin this year and continue through 2027. While both companies confirmed the agreement earlier, the timeline had not been disclosed. Don't Miss: Amazon and Nvidia did not immediately respond to Benzinga’s request for comment. Beyond GPUs: Netw ...
Nvidia to sell 1 million chips to Amazon by end of 2027 in cloud deal
Reuters· 2026-03-19 21:31
Core Insights - Nvidia will sell 1 million graphics processing unit (GPU) chips to Amazon's cloud computing unit by the end of 2027, marking a significant partnership in the AI and cloud computing space [1][2]. Group 1: Deal Overview - The sales of the 1 million GPUs will commence this year and continue through 2027, aligning with Nvidia's projected sales opportunity of $1 trillion for its Rubin and Blackwell chip families [2]. - The deal includes a variety of Nvidia chips beyond the GPUs, such as Spectrum networking chips and Groq chips, which were recently released following a $17 billion licensing agreement with an AI chip startup [3]. Group 2: Technical Aspects - AWS plans to utilize a combination of Nvidia's Groq chips and six other chips for enhanced inference capabilities, which is crucial for AI systems to perform tasks effectively [4]. - The agreement also involves deploying Nvidia's Connect X and Spectrum X networking equipment in AWS data centers, which is significant given AWS's history of developing custom networking solutions [4][5].