Nvidia will sell 1 million graphics processing chips, along with a range of other products, to Amazon’s cloud computing unit by 2027, an Nvidia executive told Reuters on Thursday.
Nvidia and Amazon Web Services said this week that AWS had reached an agreement to buy 1 million GPUs, but did not disclose the exact timing🏽 of the deal. Ian Buck, vice president of hyperscale and high-performance computing at Nvidia, told Reuters on Thursday that sales will begin this year and extend until 2027.
That’s the same time period during which Nvidia Chief Executive Jensen Huang said the company sees an overall $1 trillion sales opportunity for the company’s Rubin and Blackwell chip families.
Financial terms of the deal were not revealed. But Buck told Reuters the transaction contains a broad mix of Nvidia chips in addition to 1 million GPUs, including the Spectrum network microprocessors and Groq chips that Nvidia launched this week following a $17 billion licensing deal with a startup late last year.
AWS plans to use a combination of Groq chips with six other Nvidia microprocessors.
The agreement also includes the placement of Nvidia’s Connect X and Spectrum X networking equipment in AWS data centers. This is significant because AWS data centers use custom networking equipment that the company has spent years perfecting.
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“They’ll still do it, of course,” Buck said. ‘But we are now collaborating on deploying Connect X and Spectrum X for these important workloads and for the largest AI customers with AWS.’
