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Sources: Amazon has held talks with investors about a deal to spin off $8B of Grace Blackwell chips into an SPV, then lease them back for its US data centers (Financial Times)

Techmeme ·
Amazon is exploring a financing structure that would move about $8 billion of Nvidia chips off its balance sheet.

The chips are Nvidia Grace Blackwell systems intended for Amazon’s US data centers. The proposed vehicle would be backed by outside investors, with Amazon leasing the hardware back. Techmeme attributes the report to Financial Times sources and notes a Bloomberg follow-up. Techmeme’s note

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Categories: Money & Moves