Ed Zitron Slams Amazon's Chip Sale-Leaseback as 'Dodgiest' AI Bubble Move Yet
SumitGup · x · 2026-10-02
Reacting to the FT report that Amazon seeks to offload $8B of Nvidia chips to investors and lease them back, Ed Zitron called it the dodgiest, most desperate move of the AI bubble so far — an off-balance-sheet arrangement done in plain sight, "scraping the bottom of the barrel."
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