Amazon takes Nvidia racks early as power gaps strain AWS cash

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Amazon has started controlling Nvidia GB300 server racks before some AWS data centers are equipped with sufficient power to operate them. This is leaving the hardware worth billions of dollars idle as the company is hurrying to boost its AI capabilities. According to Business Insider, internal emails from August revealed initial rack receipts of about $5 billion, as well as $3 billion on a monthly basis thereafter. These figures are forecasts rather than confirmed purchases. Under the Early Rack Receipt policy of AWS, ownership is realized prior to the receipt, which at times means that the equipment is kept in warehouses. An Amazon representative claimed that this practice was a: “best business practice.” In addition, Amazon denied allegations of not having a deployment plan.
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