Amazon explores $8B deal to shift Nvidia chips off its balance sheet
Amazon is exploring a deal to move approximately $8 billion worth of Nvidia Grace Blackwell AI chips off its balance sheet by transferring ownership to a special-purpose vehicle (SPV) and leasing the hardware back, according to reports from the Financial Times cited by multiple outlets. The chips remain installed in Amazon’s data centers across at least five U.S. states, including Nevada and…
Key points
- Amazon is exploring moving ~$8B in Nvidia Grace Blackwell chips to an SPV and leasing them back.
- The chips remain deployed in Amazon’s data centers across at least five U.S. states.
- Yahoo Finance reports a ~15% price hike on EC2 Capacity Blocks for ML and a $200B 2026 capex budget.
The reports agree on the core structure and value of the proposed transaction, but differ on additional details: Yahoo Finance notes Amazon simultaneously increased EC2 Capacity Blocks for ML rental prices by roughly 15% and cites Amazon’s 2026 capital expenditure budget of $200 billion, while Investopedia references off-balance sheet commitments across major tech firms and recent stock movements. Cryptobriefing provides the most detail on the SPV funding structure, noting most financing would come through debt and investors could receive a 10% equity stake.
Amazon explores $8B deal to shift Nvidia chips off its balance sheet
cryptobriefing.com · 1 October 2026
Loading the full article…
This text was published by cryptobriefing.com and written by Diego Almada Lopez. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
Coverage and discussion
6sources- Amazon Wants to Move $8 Billion in Nvidia Chips Off Its Books. Is AI’s Financing Model Starting to Change?Press · 247wallst.com ·
- Amazon Looks to Offload $8B of Nvidia AI Chips From Its Balance SheetPress · investopedia.com ·
- Amazon Takes Drastic Step To Finance Nvidia Chips Amid AI Spending BoomPress · finance.yahoo.com ·
- Amazon hiking AI chip rental prices, exploring Nvidia leasebackPress · finance.yahoo.com ·
- Amazon’s reported $8 billion Nvidia chip sale lacks confirmation as AWS keeps buyingPress · cryptobriefing.com ·
The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.
More in Business & Funding
All →- Google Play adds private vibe-coded apps for personal use · 3 src
- Epic Games may use AI for code and art in delayed Disney shooter · 7 src
- IMF warns AI share crash could threaten global financial stability · 2 src
- Anthropic to share Q3 financials with investors ahead of potential IPO · 2 src
- OpenAI fires three researchers, says mishandled info · 2 src
Comments
via GitHub Discussions