Amazon buys 1M GPUs
Amazon struck a deal to buy one million Nvidia chips by the end of 2027 — a massive cloud compute commitment to power next‑gen AI workloads and scale AWS’s AI services. The purchase underlines how hyperscalers are locking up GPU supply as the cloud arms race accelerates. (cio.economictimes.indiatimes.com)
Ian Buck, NVIDIA’s vice president for hyperscale and high-performance computing, told Reuters that deliveries tied to the agreement will begin this year and extend through 2027. (money.usnews.com) Reuters reported the transaction includes a “broad mix” of NVIDIA products beyond the GPUs and said NVIDIA and AWS are collaborating to deploy ConnectX and Spectrum-class networking gear for large AI workloads. (wsau.com) At NVIDIA GTC 2026, AWS confirmed expanded integrations and said it will offer NVIDIA hardware including the GB200 Grace Blackwell Superchip and B100 Tensor Core GPUs across its AI services. (aws.amazon.com) NVIDIA CEO Jensen Huang has framed Rubin- and Blackwell-family chips as a multi-hundred‑billion‑dollar opportunity, estimating at least $1 trillion in sales opportunity through the end of 2027—coinciding with the AWS delivery window. (bloomberg.com) Competitors have made comparable capacity moves: Nscale’s multi‑phase supply commitments will give Microsoft access to roughly 116,000–200,000 GB300 GPUs as part of multi‑billion‑dollar infrastructure deals. (datacenterdynamics.com) Industry reporting frames these vendor and hyperscaler contracts as part of a larger AI infrastructure arms race that analysts say will drive trillions in data‑center and compute spending by the decade’s end. (techcrunch.com)
