Research Note: NVIDIA & AWS’s Broad AI-Focused Collaboration

At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate global AI innovation and infrastructure capabilities.

The joint announcements included the introduction of NVIDIA Grace Blackwell GPU-based Amazon EC2 instances, NVIDIA DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.

This Research Note takes a look at what was announced.

Disclosure: The author is an industry analyst, and NAND Research an industry analyst firm, that engages in, or has engaged in, research, analysis, and advisory services with many technology companies, which may include those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.