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In March this year, Amazon (AWS) and Nvidia already point out On expanding cooperation. The former promised to purchase at least 1 million computing accelerators from the latter for use in global proprietary artificial intelligence infrastructure. Nvidia’s leadership this week admitCooperation with AWS will be further expanded, and AWS will purchase an additional 2 million AI chips from it in the next two years.
Image source: NVIDIA
Deliveries under the agreement have already begun. In addition to the Blackwell Ultra accelerator, select customers will receive the more advanced Rubin and Rubin Ultra from Nvidia. There’s no word on how much funding Nvidia will ultimately receive, but it’s likely to be tens of billions of dollars. However, big customers like Amazon can count on some discounts from Nvidia, so it’s difficult to guess the exact terms of the deal.
Nvidia CEO and founder Jensen Huang was interviewed CNBC It was explained that Amazon may purchase millions of CPUs as part of the partnership, but Chief Financial Officer Colette Kress added that some of those CPUs would be integrated with Rubin accelerators. She estimates that capital expenditures by the top five players in the cloud market will increase to $1.3 trillion next year from the current $800 billion. Nvidia representatives expressed confidence at the quarterly event that the company’s revenue will grow 70% next year, but demand for its products will actually grow 100%. This shows that continued shortages of Nvidia parts next year are inevitable.
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