#Amazon
3 stories · 1 issues · daily Amazon news timeline
#Amazon timeline · newest first
Fri, Oct 2
Nvidia and SoftBank each pay their final $10 billion, completing OpenAI's last funding round
Fulfilled pledges only prove the money arrived; the more investors and suppliers overlap, the harder it is to tell how big real demand is.
SpaceXAI plans to bring about 420,000 Nvidia GPUs online in November and has discussed renting compute to Microsoft
Even the most aggressive builder of its own compute has found that selling compute makes the economics easier to justify than only using it.
Amazon discusses moving $8 billion of Nvidia chips into an SPV and leasing them back to expand its data centers
When the richest cloud giant starts moving chips off its balance sheet, the bottleneck in AI infrastructure has shifted from getting chips to making the financing math work.