Early Rack Receipt
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- AWS stockpiles NVIDIA GB300 racks as power constraints bite
Business Insider, citing Amazon internal emails and documents, reported that AWS expected to receive about $5 billion in NVIDIA GB300 racks in August 2026 and roughly $3 billion more each month afterward. Some racks are being stored because data centers lack enough power, while an early-ownership process has pushed payments ahead of deployment. Amazon said staging completed hardware before power is ready is standard industry practice.
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