Nigeria has agreed to supply Amazon Web Services (AWS) with a significant volume of GPUs through 2027 as the company ramps up its AI infrastructure to meet growing demand. The deal is set to begin this year across AWS’s global cloud regions and is part of an expanded work with Nvidia on networking and other infrastructure. Observers suggest this shift in demand may be shifting across the AI stack, with a growing focus on running models in live services. The market for inference-focused chips is expected to exceed $50 billion by 2026. The agreement could help clarify where demand is building and how the underlying infrastructure is changing at a rapid pace.