By Vince Dioquino
Publication Date: 2026-03-20 04:29:00
Nvidia will supply Amazon Web Services with a massive volume of GPUs through 2027 as the cloud provider ramps up its AI infrastructure and looks to meet growing demand.
AWS announced earlier this week that it plans to deploy around 1 million Nvidia GPUs as part of its expanded AI infrastructure buildout. An Nvidia executive confirmed with Reuters on Thursday that the rollout is expected to run through the end of 2027.
Commencing this year across AWS’s global cloud regions, it will be rolled out alongside expanded work with Nvidia on networking and other infrastructure to build systems “capable of reasoning, planning, and acting autonomously across complex workflows,” AWS said, pointing to its work on agentic AI systems.
AWS continues to develop AI chips for both training and inference. The collaboration suggests demand may be shifting across the AI stack, while a growing share of activity appears tied to running models in live services.
The deal comes as U.S. prosecutors pursue a case alleging Nvidia chips were smuggled to China, placing the company’s global supply and controls under renewed scrutiny.
Since 2022, Nvidia’s most advanced chips have been tightly controlled as part of a broader U.S. strategy to limit China’s progress in advanced computing and AI.
Thursday’s development closer to home could all but widen that gap.
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