🏦 Amazon wants to sell $8B of its Nvidia chips and rent them right back.

Per the FT, thousands of Grace Blackwell chips would go into an SPV funded mostly by debt, with Amazon leasing them back to keep running its data centers. This is on top of roughly $220B in capex this year.

Even a AA-rated giant is getting creative with how it pays for GPUs. (Talks only, nothing's signed.)