Amazon is restructuring ownership of $8 billion worth of Nvidia AI chips by placing them in a special purpose vehicle that sells debt to investors and leases the chips back to Amazon. This move helps Amazon protect its credit rating by shifting the hardware costs off its balance sheet while continuing to use the chips in its data centers. However, investors buying the debt face risks as AI chips depreciate quickly with new generations making older models less valuable. Nvidia is also developing similar financing models, indicating a broader change in how AI infrastructure is funded. Key indicators to watch include Amazon's upcoming earnings reports, the interest rates on the debt sold, and whether other cloud providers adopt similar strategies.
Amazon shares are trading at USD 251.52, up 1.33% as of Oct 04, 2026 22:31 WIB on Pluang. Nvidia's stock price is USD 233.95, rising 1.34% with a market cap of $5.65T. Pluang data shows strong buying interest in Amazon at 97% and Nvidia at 79%, reflecting investor confidence despite the new AI chip financing model discussed in the article.
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