Amazon is buying billions in Nvidia AI systems it can't yet turn on
Source: Business Insider ·
AWS is ordering billions in Nvidia AI racks early and staging some in warehouses while data centers await power.
From the source
Amazon CEO Andy JassyDavid Paul Morris/Bloomberg via Getty ImagesAWS expected to get $5 billion of Nvidia GB300 racks, followed by $3 billion more each month.Some of these GPU systems are being stored elsewhere due to lack of data center power.Amazon CEO Andy Jassy sees AI as a major opportunity, but getting capacity online is a challenge.Amazon is racing to secure AI hardware earlier than before, even as data center power shortages leave some GPU systems waiting in warehouses.Under a new Early Rack Receipt process, AWS expected to receive roughly $5 billion in Nvidia's GB300 server racks at US facilities before final deployment, according to August internal emails reviewed by Business Insider. The company projected roughly $3 billion more in GB300 racks each month "for the foreseeable future," one of the emails said.Some AWS sites had room for more racks but not enough available power to turn them on, people familiar with the effort said, leaving finished equipment to be staged at…