$AMZN is exploring moving ~$8B of $NVDA Grace Blackwell GPUs into an outside investor owned SPV and leasing them back.
The chips are already deployed across 12+ U.S. data centers giving Amazon a way to keep scaling AI infrastructure without carrying the full upfront cost.
The chips are already deployed across 12+ U.S. data centers giving Amazon a way to keep scaling AI infrastructure without carrying the full upfront cost.
