Amazon sells its AI chips, then rents them back
Amazon offloads $8B of Nvidia Grace Blackwell chips to an SPV and leases them back — AI capex has outgrown even hyperscaler balance sheets.
2026-10-023 views
Amazon offloads $8B of Nvidia Grace Blackwell chips to an SPV and leases them back — AI capex has outgrown even hyperscaler balance sheets.