#AmazonPlansToSell$8BNvidiaChips
đš AMAZON EYES $8B NVIDIA CHIP DEAL! $NVDA
Amazon is reportedly exploring a deal to move ~$8B worth of Nvidia Grace Blackwell chips into a special-purpose vehicle (SPV) and lease them back. đ°đ€
đ What's happening:
đč Thousands of AI chips across 12+ US data centers
đč Investors finance SPV through debt
đč Amazon takes up to 10% equity stake
đč Goal: Keep balance sheet asset-light
đč Deal still under discussion - NOT finalized
đ„ Why it matters:
Amazon can unlock capital from expensive AI infra while still using chips. AWS still buying 1M Nvidia GPUs through 2027! đ
So is this:
đą Smart AI infrastructure financing?
đŽ Or sign AI infrastructure costs are getting huge?
What do you think? đ
#Nvidia #Amazon #AI #AmazonNvidia8BChips
đš AMAZON EYES $8B NVIDIA CHIP DEAL! $NVDA
Amazon is reportedly exploring a deal to move ~$8B worth of Nvidia Grace Blackwell chips into a special-purpose vehicle (SPV) and lease them back. đ°đ€
đ What's happening:
đč Thousands of AI chips across 12+ US data centers
đč Investors finance SPV through debt
đč Amazon takes up to 10% equity stake
đč Goal: Keep balance sheet asset-light
đč Deal still under discussion - NOT finalized
đ„ Why it matters:
Amazon can unlock capital from expensive AI infra while still using chips. AWS still buying 1M Nvidia GPUs through 2027! đ
So is this:
đą Smart AI infrastructure financing?
đŽ Or sign AI infrastructure costs are getting huge?
What do you think? đ
#Nvidia #Amazon #AI #AmazonNvidia8BChips