Deals Counterparts

Nvidia to supply 1 million AI chips to AWS by 2027 for cloud services

Supply Agreement Data Center announced Mar 20, 2026
1000000 MW
Capacity

Nvidia signed a supply agreement with Amazon Web Services (AWS) to provide 1 million GPUs, networking, and specialized inference chips by 2027. AWS plans to deploy these chips to accelerate large-scale AI workloads across its global cloud services and underpin its expanding AI infrastructure. This long-term commitment ensures immediate capacity for AI training and inference workloads, reinforcing AWS's position in the competitive cloud AI market. The deal highlights a broader industry trend where hyperscale cloud providers are securing critical hardware supply to meet the surging demand for AI-powered applications.

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Deal Analysis

Nvidia signed a supply agreement with Amazon Web Services (AWS) to provide 1 million GPUs, networking, and specialized inference chips by 2027. AWS, a global provider of cloud computing services including compute power, storage, and machine learning, will deploy the chips to support large-scale AI workloads across its global infrastructure. Nvidia, a technology company specializing in accelerated computing for AI and digital twins, will deliver the hardware under the agreement announced on March 20, 2026. The deal ensures supply capacity for AI training and inference workloads through 2027.
  • 1 million GPUs, networking, and inference chips to be supplied by Nvidia
  • Delivery scheduled through 2027
  • Agreement announced on March 20, 2026
  • Hardware to support AI workloads on AWS's global cloud infrastructure

Timeline

Announced
Mar 20, 2026
Signed
Closed

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