20 points | by JumpCrisscross 9 hours ago
6 comments
It's more of an accounting ploy, after sale to a newly created special-purpose vehicle company Amazon will be leasing the GPUs back to themselves.
Also probably works as some risk mitigation if the chips become quikcly outdated - it will be on another company's balance sheets.
These are my very quick takes, FT article still isn't available on archive.is, but this has some insight from it: https://dealroom.co/news/other-1ltaeys-amazon-seeks-to-offlo...
Their prices will rise until 2028, so they'll need to rent fit back for more than they sold
I wont buy 8B but I am interested in 1 at a reasonably cheap price.
Amazon, I would like to second this offer.
If only they had some sort of marketplace to be able to sell them off at a reasonable price.
Im sending my Muse AI Agent to go negotiate a deal
It's more of an accounting ploy, after sale to a newly created special-purpose vehicle company Amazon will be leasing the GPUs back to themselves.
Also probably works as some risk mitigation if the chips become quikcly outdated - it will be on another company's balance sheets.
These are my very quick takes, FT article still isn't available on archive.is, but this has some insight from it: https://dealroom.co/news/other-1ltaeys-amazon-seeks-to-offlo...
Their prices will rise until 2028, so they'll need to rent fit back for more than they sold
I wont buy 8B but I am interested in 1 at a reasonably cheap price.
Amazon, I would like to second this offer.
If only they had some sort of marketplace to be able to sell them off at a reasonable price.
Im sending my Muse AI Agent to go negotiate a deal