NVIDIA Secures Massive Deal to Supply 1 Million GPUs to AWS Through 2027

NVIDIA has finalized a significant supply agreement with Amazon Web Services (AWS) to deliver one million GPUs through 2027. The comprehensive deal includes the latest Rubin and Blackwell chip families, along with Groq chips and specialized networking equipment like ConnectX and SpectrumX. The agreement is slated to commence within the current year, 2026, marking a pivotal step in NVIDIA's strategic sales roadmap. This partnership is designed to bolster AWS's data center capabilities, specifically targeting the expansion of AI and cloud computing services. Industry analysts view this as a concrete realization of NVIDIA's growth forecasts, providing fundamental support for the company's stock performance. By securing such a large-scale contract with a top-tier cloud provider, NVIDIA reinforces its dominant position in the global AI infrastructure market.