Wall St Engine(@wallstengine):Amazon is exploring a deal to shift ~$8B of NVIDIA Grace Blackwell GPUs into an outside-investor-owned SPV, FT reports. $AMZM would lease the chips back, reducing the upfront balance-sheet burden. The GPUs are already deployed across 12+ U.S. data centers.

Wall St Engine

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Wall St Engine@wallstengine

2026.10.02 09:05

Amazon is exploring a deal to shift ~$8B of NVIDIA Grace Blackwell GPUs into an outside-investor-owned SPV, FT reports. $AMZM would lease the chips back, reducing the upfront balance-sheet burden. The GPUs are already deployed across 12+ U.S. data centers.