Amazon warehouses full of undeployed Nvidia GPUs as $5B in GB300 racks arrive monthly
AIFlow_ML · x · 2026-10-20
Per Business Insider, AWS infra chief Kalyanaraman expects Amazon to stay free-cash-flow negative for "the next couple of years," while internal emails show an "Early Rack Receipt" process for a wave of Nvidia GB300 racks: $5B delivered in August, then $3B per month "for the foreseeable future." Some AWS sites have rack space but lack power, leaving warehouses full of undeployed GPUs.
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