Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports - Reuters

Amazon is arranging a transaction that would transfer approximately $8 billion of Nvidia graphics processing units to a group of investors. The chips, which have been accumulated for use in Amazon’s cloud computing services, are being offered as part of a financing structure rather than a conventional sale.

The inventory consists of Nvidia’s high‑performance GPUs that support artificial‑intelligence workloads, which Amazon has purchased to equip its data‑center infrastructure. By moving the chips to investors, the company aims to unlock the value of the inventory while retaining the ability to draw on the hardware for its own operations.

Under the proposed arrangement, investors would provide capital to Amazon in exchange for the right to receive the Nvidia chips at a later date. The specifics of the financing terms, including pricing and timing, have not been disclosed publicly.

The move comes amid a broader surge in demand for AI‑focused hardware, with Nvidia maintaining a leading position in the market for such components. Companies that operate large cloud platforms are building up substantial stocks of these chips to meet growing client needs.

Details about the parties involved, the exact structure of the deal, and any regulatory approvals required remain limited, and the transaction is expected to be finalized subject to customary conditions.