Part of The AI Chip Demand Surge · 6 stories · since Sep 28 · newest 4h ago
Amazon weighs spinning off $8B of Nvidia AI chips into leaseback vehicleWire services detail scope of the proposed chip deal
2 Oct 2 12:12 AM · 12d ago · 7 articles · 2 posts · 3 sources · development 2 of 2
Reuters and other outlets add that the chips involved were bought or leased by Amazon and are installed in more than a dozen US data centres across five states, including Nevada and Virginia; Amazon and Nvidia did not immediately respond to requests for comment.
Amazon Cloud giant seeking to offload chip assetsNvidia Maker of the Grace Blackwell chips at the center of the dealFinancial Times First reported the deal talks
The whole story articlesposts the bright band is this development · numbered dots are the others · click one to jump
Reported in the same hours no headline names this development itself — these 3 claims were published in its stretch
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first by Seeking Alpha, 12d ago · also Investing.com News, Investopedia, Proactive, Quartz, Tech in Asia, Reuters +7
12 more headlines
- Amazon seeks to offload $8 bln of Nvidia chips to investors- FT Investing.com News · 12d ago
- Amazon Looks to Offload $8B of Nvidia AI Chips From Its Balance Sheet Investopedia · 12d ago
- Amazon seeks to offload about $8 billion of Nvidia chips Proactive · 12d ago
- Amazon hiking AI chip rental prices, exploring Nvidia leaseback Quartz · 12d ago
- Amazon explores $8b Nvidia chip sale to outside investors Tech in Asia · 12d ago
- Amazon seeks to offload US$8 billion of Nvidia chips to investors, FT reports Reuters · 12d ago
- Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports Reuters · 12d ago
- Amazon seeks to offload $8bn of Nvidia chips to investors Financial Times · 12d ago
- Amazon is hiking chip-rental prices and reportedly moving Nvidia processors off the balance sheet MarketWatch · 11d ago
- Amazon is raising AI chip rental prices 15% and exploring an $8 billion Nvidia leaseback Quartz · 11d ago
- Amazon seeks to offload $8B of Nvidia chips to investors HN Frontpage · 11d ago
- Amazon’s $8 Billion Nvidia Chip Plan Shows the Cost of the AI Boom TechRepublic · 8d ago
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first by Coinpaper, 12d ago · also Wccftech, Bloomberg, Binance, Bloomberg Law
4 more headlines
- Amazon Interested In Moving $8 Billion Of GPUs Off Its Books As Report Suggests Wall Street Grows Wary Of NVIDIA's $500 Billion GPU Plan Wccftech · 12d ago
- Amazon Seeks to Move $8 Billion of Chips Off Its Books, FT Says Bloomberg · 12d ago
- 🔥 Amazon's $8B NVIDIA Chip Move: What It Means for Tech & Markets Binance · 12d ago
- Amazon to Move $8 Billion of Chips Off Its Books, FT Says Bloomberg.com · 12d ago
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first by SiliconANGLE, 12d ago · also Financial Times
1 more headline
What people said 20 voices · best of 22 · verbatim
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🦔Amazon is in talks to move $8 billion of Nvidia Grace Blackwell chips into a special purpose vehicle, sell debt against them to outside investors, and lease the chips back. The chips are already installed across data centers in at least five states. Amazon would keep up to 10%
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Amazon seeks to offload $8bn of Nvidia chips to external investors https:// app.ft.com/content/97d8d346-51 9e-48fb-8df8-66cf5f12ef62
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> Amazon plans to offer an equity stake of up to 10% in the vehicle, the newspaper said.10% is not a lot.There is a lot of investment money looking for any AI investment right now. Family offices through large institutional investors have made mandates to allocate to AI investments.Amazon is in a perfect position to scoop up some of those…
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Amazon is moving $8 billion of Nvidia chips into an investment vehicle so outside investors can own them and lease the chips back to Amazon. AI compute is literally becoming an income-producing financial asset. The government could do something similar, claim a percentage, and distribute UBI to us.
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wow, that's **weird**!!! https://www. reuters.com/business/retail-co nsumer/amazon-seeks-offload-8-billion-nvidia-chips-investors-ft-reports-2026-10-02/
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> the deal that would move thousands of Grace Blackwell chips it is installing in US data centres into a special-purpose vehicle> The cloud giant will then lease the advanced AI chips back from the SPVI mean nothing is disappearing off the balance sheet. They have this lease agreement they will need to pay.I would watch for what they do with the…
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Amazon Reportedly Seeks Investors for $8 Billion Nvidia Chip Financing Structure ｢ Amazon would then lease the artificial intelligence chips back from the vehicle for use in data centres across the United States. The special purpose vehicle would seek financing from external investors through debt issuance, according to the Financial Times ｣…
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Such a pity, Amazon has to throw away unwanted chips here while there are so many starving AI labs in China!
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Amazon is up to some $$$ shenanigans regarding GPU/inference server financing… https:// app.ft.com/content/97d8d346-51 9e-48fb-8df8-66cf5f12ef62 (page takes a sec to load)
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This looks just like financial engineering / creative accounting; to comply with things like GAAP rules and appearing less capex heavy, while functionally having the same effect.In the end, Amazon is still going to be the ones leasing and hence using the chips; nominally the 'owner' changes hands, and it looks like a bond (with a small equity…
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Our generation's very own mortgage-backed securities.Now we just need ratings on the GPU bundles, and eventually a clever way to rebundle the lower rated bundles into something that somehow comes out AAA.(for those unaware that's how the sub-prime mortgage crisis of 2008 happened)
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We could have Selena Gomez explain to us how the rules that were put in place to stop the degenerate big-bank side-bets last time (ESLR) were repealed right before the next time (April 2026). She's only 34, so she'll probably be around for the next few cycles of this, too.
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It’s starting… buckle up folks.It’s a shame we won’t have Anthony Bourdain to explain this move to us in the AI implosion docu-flick that comes out in 2029. It’s not stale fish, it’s fish stew! It’s a whole new thing!
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I would love an AI implosion as much as the next guy, but I don't think this is news. AFIK amazon doesn't actually own a whole lot of stuff. They are leasing most if not all of it.
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Chips are automatically a depreciating asset - is there a historical basis for understanding how that affects companies, and how that will affect GPU-centric companies?
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Noise.When problems with AI investments become a problem the stock market will already communicate it, news will report it after the fact, not before.
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For the sake of RAM prices I wish you were correct, but I doubt it. Amazon is more likely just making some cash in a very rational way.
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I'll take a pallet of Nvidia DGX H200s for $200 + shipping. Let me know when I can order them by weight on ebay.
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They vibe-coded an asset class using the same chips they’re leasing back to themselves. This is the new dogfooding.
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Capital-intensive business + smart lawyers and accountants = exotic financing schemes. Not a new thing, is it?
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