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[-] thal3s@sh.itjust.works 28 points 3 days ago

This is exactly what they’re doing.

# Amazon is buying billions in Nvidia AI systems it can't yet turn on

Amazon  is racing to secure AI hardware earlier than before, even as data center power shortages leave some GPU systems waiting in warehouses.

Under a new Early Rack Receipt process, AWS expected to receive roughly $5 billion in Nvidia's GB300 server racks at US facilities before final deployment, according to August internal emails reviewed by Business Insider. The company projected roughly $3 billion more in GB300 racks each month "for the foreseeable future," one of the emails said.

Some AWS sites had room for more racks but not enough available power to turn them on, people familiar with the effort said, leaving finished equipment to be staged at intermediary warehouses until the facilities were ready.

At least one AWS team did not have "a clear forecasted path" for getting the incoming racks into data centers at the time, according to one of the emails

[-] veni_vedi_veni@lemmy.world 7 points 2 days ago* (last edited 2 days ago)

Its because Nvidia is strong-arming all the companies to buy gpus even if they arent immediately needed. If they don't, they go to Jensen Jail i.e they don't allow you procure from them in the future.

Like the Ram manufacturers, if your product is the critical path in the industry, with a sizeable moat, you are the king.

[-] surewhynotlem@lemmy.world 11 points 3 days ago

I'm surprised they can keep track of that much unused inventory. Those warehouses are now gold mines.

this post was submitted on 31 Oct 2026
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