Nvidia To Supply Over 1 Million AI Chips To AWS By 2027
Nvidia will supply more than 1 million AI chips to Amazon Web Services by the end of 2027. As a result, this agreement stands as one of the largest AI chip supply deals between a chipmaker and a cloud provider.
Moreover, the companies revealed the scope of the partnership during the GTC 2026 conference. Ian Buck, Nvidia’s vice president of hyperscale and high-performance computing, later shared additional details in an interview. He explained that shipments will begin this year and continue through 2027.
In addition, the deal aligns with projections of strong demand for Nvidia’s Blackwell and Rubin chip families. Although financial terms remain undisclosed, the agreement extends beyond GPUs. It also includes Spectrum networking chips, ConnectX systems, and inference-focused processors.
Expanding AI Infrastructure Capabilities
AWS plans to deploy a mix of seven Nvidia chip types to manage complex AI inference workloads. Therefore, the strategy reflects a need for diverse hardware to handle different computing demands.
“Inference is challenging. It’s extremely difficult,” Buck told Reuters. “To excel in inference, you cannot rely on just one chip. We actually utilize all seven chips”.
Furthermore, the deployment will span Blackwell and Rubin GPU architectures across global cloud regions. At the same time, this move builds on more than 15 years of collaboration between the two companies.
Notably, AWS will also integrate Nvidia’s Spectrum X networking hardware into its data centers. However, this marks a shift from its previous reliance on in-house networking solutions.
Competitive Dynamics and Industry Impact
Even as AWS commits to Nvidia’s chips, it continues developing its own Trainium accelerators. Consequently, the company adopts a hybrid approach by combining external and proprietary technologies. Nvidia’s NVLink Fusion platform will further support this integration to enhance AI performance.
Meanwhile, the agreement highlights intensifying competition among cloud providers to secure AI computing capacity. Companies are rapidly expanding infrastructure to meet rising enterprise demand.
As major players invest heavily in AI, Nvidia strengthens its position with another key customer. Ultimately, the deal supports broader expectations of significant growth in AI chip revenue over the coming years.
