$AMZN plans to offload $8B of $NVDA chips to a new special purpose vehicle. Amazon keeps using the hardware while protecting its balance sheet as spending soars. Thousands of Grace Blackwell chips across American data centers will move into the vehicle. The numbers behind it: Nvidia revenue growth of 83%, and Amazon capex of $170B. Seeking Alpha Quant Ratings: both = Strong Buy. This could become the new blueprint for funding massive AI infrastructure. Will other hyperscalers copy it? ▻
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$AMZN plans to offload $8B of $NVDA chips to a new special purpose vehicle. Amazon keeps using the hardware while protecting its balance sheet as spending soars. Thousands of Grace Blackwell chips across American data centers will move into the vehicle. The nu
$AMZN$NVDA
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