Amazon.com is looking to sell about $8 billion worth of advanced Nvidia AI chips to external investors while leasing them back. This move aims to strengthen Amazon's balance sheet by transferring costly chip ownership to investors and adopting a more asset-light model. The chips will be placed in a special-purpose vehicle, with Amazon offering up to a 10% equity stake in this vehicle but holding no stake itself. This strategy allows Amazon to raise funds through debt issuance while continuing to use the AI chips in its data centers across the US.
As of Oct 02, 2026 21:41 WIB, Amazon (AMZN) shares are trading at USD 252.15, up 1.58% on Pluang, with a market cap of $2.68 trillion and a typical hold time of 126 days. Nvidia (NVDA), whose AI chips Amazon plans to sell and lease back, is priced at USD 237.21, gaining 2.75% with a market cap of $5.57 trillion. Pluang order activity shows a nearly balanced interest in both stocks, with Amazon slightly favored by buyers at 52%.
Amazon benefits from its large stake in Anthropic and its role as the provider of computing power for Anthropic's AI training, with significant gains booked in recent quarters. AWS shows strong growth with a $42.2 billion revenue and a growing backlo...
Goldman Sachs updated its Conviction List by adding five new stocks, including Amazon, Burlington Stores, Huntington Ingalls, Johnson Controls, and Occidental Petroleum, each with significant upside potential ranging from 25% to 64%. Amazon stands ou...
Amazon and Alphabet reported massive unrealized gains from their stakes in AI company Anthropic in Q2, with Amazon booking $53.4 billion and Alphabet $99 billion. Anthropic plans to go public in late 2026, which could set a new valuation for both com...
Investing $10,000 in Amazon stock today could potentially grow to about $22,270 by 2031, reflecting a 122.7% return based on a projected share price of $548.18. This optimistic outlook is driven by Amazon Web Services (AWS) posting its fastest growth...
Delta Air Lines chose Amazon's Wi-Fi service over Elon Musk's Starlink, despite Musk's warnings that the decision would worsen passenger experience. Musk publicly predicted Delta CEO Ed Bastian would lose his job over this choice. Meanwhile, United a...
