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Nvidia Jual 1 Juta Chip ke Amazon Hingga Akhir 2027

Nvidia Jual 1 Juta Chip ke Amazon Hingga Akhir 2027

Nvidia akan menjual 1 juta chip GPU beserta berbagai produk AI lainnya ke unit cloud Amazon Web Services (AWS) hingga akhir 2027. Kesepakatan ini diumumkan pekan ini dan dikonfirmasi oleh eksekutif Nvidia kepada Reuters.

Detail Kesepakatan

Penjualan dimulai tahun ini dan berlangsung hingga 2027, sesuai proyeksi CEO Nvidia Jensen Huang soal peluang penjualan $1 triliun untuk chip keluarga Rubin dan Blackwell. Paket ini tak hanya GPU, tapi juga chip jaringan Spectrum Nvidia serta chip Groq yang baru dirilis setelah kesepakatan lisensi $17 miliar dengan startup AI akhir tahun lalu.

AWS akan mengintegrasikan perangkat jaringan Connect X dan Spectrum X Nvidia ke pusat datanya, meski sebelumnya mengandalkan perangkat custom.

Dampak Strategis

Kesepakatan ini memperkuat posisi Nvidia di pasar cloud AI, di mana AWS jadi pemain utama. Detail finansial tak diungkap, tapi ini sejalan dengan ekspansi Nvidia di hyperscale computing. Bagi Amazon, ini dorong kapasitas AI untuk layanan cloudnya.

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