NVIDIA to Supply 1 Million GPUs to Amazon AWS by 2027

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An NVIDIA executive revealed on Thursday that the company plans to sell 1 million graphics processing units (GPUs) along with a range of other products to Amazon's cloud computing division, AWS, by 2027.

NVIDIA and AWS announced an agreement this week under which AWS will purchase 1 million GPUs from NVIDIA, though a specific timeline was not initially provided. Ian Buck, Vice President of Hyperscale and High Performance Computing at NVIDIA, clarified on Thursday that shipments will begin this year and continue through 2027.

This schedule aligns with the timeframe mentioned by NVIDIA CEO Jensen Huang, who recently stated that total sales of the company’s Rubin and Blackwell series chips are expected to reach $1 trillion by 2027.

Neither NVIDIA nor Amazon disclosed the financial terms of the deal. However, Buck indicated that the transaction includes multiple types of NVIDIA chips beyond the 1 million GPUs, such as NVIDIA’s Spectrum networking chips and the recently introduced Groq chip. The Groq chip was launched following a $17 billion licensing agreement NVIDIA signed with an AI chip startup late last year.

Specifically, AWS plans to utilize NVIDIA’s Groq chip along with six other NVIDIA chips to achieve more efficient AI inference. Inference refers to the process by which AI systems generate answers and perform tasks on behalf of users.

“Inference is hard—it’s outrageously hard,” Buck said. “Being the best at inference isn’t about one chip. We’re actually using all seven chips.”

The agreement also includes the deployment of NVIDIA’s ConnectX and SpectrumX networking equipment in AWS data centers. This move is significant because AWS has historically relied on its own custom networking hardware, which it has refined over many years.

“They will certainly continue to do that,” Buck noted. “But we are now working with AWS to deploy ConnectX and SpectrumX for important AI workloads and their largest customers.”

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