Choblin(@choblin29):🚨HOLY. Business Insider obtained internal Amazon emails projecting $5 BILLION in Nvidia GB300 racks deliveries in August, then roughly $3 BILLION EVERY MONTH. Some AWS data centers have room for the racks but NOT enough power to turn them on. Equipment is being staged in warehouses, while Amazon takes ownership earlier, tying up cash before deployment. At an internal September staff meeting, AWS CFO John Felton joked to infrastructure chief Prasad Kalyanaraman: "You've taken us free cash flow negative as a company, so congratulations." AWS's infrastructure chief expects Amazon's free cash flow to remain negative for 'the next couple of years or so.'

2026.10.19 18:34

🚨HOLY. Business Insider obtained internal Amazon emails projecting $5 BILLION in Nvidia GB300 racks deliveries in August, then roughly $3 BILLION EVERY MONTH. Some AWS data centers have room for the racks but NOT enough power to turn them on. Equipment is being staged in warehouses, while Amazon takes ownership earlier, tying up cash before deployment. At an internal September staff meeting, AWS CFO John Felton joked to infrastructure chief Prasad Kalyanaraman: "You've taken us free cash flow negative as a company, so congratulations." AWS's infrastructure chief expects Amazon's free cash flow to remain negative for 'the next couple of years or so.'