Shay Boloor(@StockSavvyShay):$AMZN AWS is reportedly set to receive ~$5B in $NVDA GB300 racks with deliveries running around $3B per month even before some data centers have enough power to turn them on. That says a lot about how strong AI compute demand remains when Amazon is willing to secure billions in GPUs before it can even use them rather than risk waiting for capacity later.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

가입 February 2019

335 팔로잉 중 459.1K 팬

Shay Boloor@StockSavvyShay

2026.10.20 18:52

$AMZN AWS is reportedly set to receive ~$5B in $NVDA GB300 racks with deliveries running around $3B per month even before some data centers have enough power to turn them on. That says a lot about how strong AI compute demand remains when Amazon is willing to secure billions in GPUs before it can even use them rather than risk waiting for capacity later.