Trends

Nvidia to supply up to one million AI chips to Amazon in cloud deal

Nvidia will supply up to one million AI chips to Amazon by 2027, highlighting soaring demand for cloud and AI infrastructure.

Hyperscalers-are-scaling-up-GPU-infrastructure-to-meet-growing-demand-for-artificial-intelligence-workloads

AuthorDebbie Wang

Reading Time2 min

PublishedMarch 21, 2026

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Headline

Nvidia will supply up to one million AI chips to Amazon by 2027, highlighting soaring demand for cloud and AI infrastructure.

Context

Nvidia is set to supply up to one million artificial intelligence chips to Amazon under a major cloud infrastructure agreement, with deliveries expected by the end of 2027. According to the report , the deal reflects Amazon’s growing need for high-performance processors to support its cloud computing and AI services.

Evidence

Pending intelligence enrichment.

Analysis

The chips will be used across Amazon Web Services (AWS), which provides computing infrastructure for businesses building and deploying AI applications. Demand for such hardware has surged as companies adopt generative AI and machine learning tools. The generative AI market is projected to reach $1.3 trillion by 2032, driving unprecedented demand for computing infrastructure. Major cloud providers including Microsoft Azure and Google Cloud are also competing for limited GPU supplies. Nvidia remains a dominant supplier of graphics processing units (GPUs) used in AI workloads. Its chips are widely deployed in data centers to train and run large-scale models. Amazon has been expanding its AI capabilities across multiple areas, including cloud services, enterprise tools, and consumer applications. The company has also developed its own chips, such as Trainium and Inferentia, but continues to rely heavily on Nvidia hardware for advanced workloads. The scale of the agreement highlights the rapid growth of AI infrastructure. Large cloud providers are investing heavily in data centers, networking, and computing hardware to meet rising demand.