Ian Buck, Nvidia's vice president of hyperscale and high-performance computing, told Reuters the GPU deliveries would begin this year and extend through 2027.

The deal encompasses far more than GPUs, according to Buck. Amazon Web Services will also purchase Nvidia's Spectrum networking chips and newly released Groq chips, which Nvidia obtained through a $17 billion licensing deal with AI chip startup Groq in late 2025. AWS plans to deploy a combination of Groq chips alongside six other Nvidia chip types to optimize AI inference workloads—the process by which AI systems generate responses and execute tasks.

"Inference is hard. It's wickedly hard," Buck told Reuters. "To be the best at inference, it is not a one chip pony. We actually use all seven chips."

The agreement also includes deploying Nvidia's Connect X and Spectrum X networking equipment in AWS data centers, a significant shift given that AWS has historically relied on custom-built networking gear perfected over years of internal development.

"They're still going to do that, of course," Buck said of AWS's proprietary equipment. "But we are collaborating now on deploying Connect X and Spectrum X for those important workloads and biggest customers across AI with AWS."

Neither company disclosed financial terms of the arrangement.

Trillion-Dollar Opportunity

The AWS deal timeline aligns with CEO Jensen Huang's projection that Nvidia faces a $1 trillion sales opportunity for its Rubin and Blackwell chip families through 2027. That estimate excludes CPUs, networking chips, Groq-based products, and a variant called Rubin Ultra, suggesting the total addressable market could extend significantly higher.

Huang indicated the Groq integration could unlock $300 billion in annual revenue per gigawatt, with expectations that roughly 25% of GPU workloads will link up with Groq chips. The Nvidia-Groq system, dubbed the LPX, is positioned as an optional integration with Nvidia's Vera Rubin platform but is not yet being used at scale.

What to Watch

Investors should monitor:

• GPU delivery pace: Whether Nvidia meets the multi-year 1 million unit commitment and breakdown by chip generation

• Groq deployment timeline: When AWS begins scaling the inference-optimized chips beyond pilot programs

• Networking equipment adoption: Extent to which AWS shifts from custom gear to Nvidia's Connect X and Spectrum X

• Fiscal 2027 results: Expected in early 2027, will reveal the financial impact of the AWS partnership

• Competitive response: How AMD and other rivals respond to Nvidia's expanded footprint in AWS infrastructure