Nvidia and Amazon Web Services have locked in one of the largest GPU supply agreements in cloud computing history, with Nvidia set to deliver over one million GPUs to AWS starting in 2026 and running through 2027. The deal spans Nvidia’s latest Blackwell and Rubin chip architectures and signals a deepening dependency between the world’s largest cloud provider and its most important silicon supplier.

AWS first revealed the arrangement during Nvidia’s GTC event on March 16, 2026. Nvidia VP Ian Buck confirmed the timeline three days later, noting that shipments would begin in 2026 and continue through the end of 2027.

More than just GPUs

What makes this deal particularly notable is its scope beyond graphics processors. The agreement includes Nvidia’s full networking stack: Spectrum networking chips, ConnectX adapters, and Spectrum X gear. That’s a meaningful shift for AWS, which has historically leaned on custom-built networking solutions for its data centers.

The deal also incorporates Groq’s inference-optimized chips, a byproduct of Nvidia’s $17B licensing agreement with Groq established in late 2025. Including Groq hardware alongside Nvidia’s own GPUs gives AWS a more diversified toolkit for handling different types of AI workloads, from training massive foundation models to running the inference queries that power consumer-facing AI products.