Amazon Taking ~$5B of Nvidia GB300 Racks in August, Then ~$3B Monthly, Leaked Emails Show
AIFlow_ML · x · 2026-10-20
Per Business Insider, AWS infrastructure chief Kalyanaraman says Amazon expects to stay free cash flow negative for 'the next couple of years or so,' while CEO Jassy is pleased with AWS growth ramping from investments. Internal August emails show Amazon preparing an 'Early Rack Receipt' process for GB300 racks—about $5B delivered in August and roughly $3B per month 'for the foreseeable future.' Some AWS sites have rack space but lack power.
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