Aakash GuptaLead source
Amazon is parking billions of dollars of brand-new Nvidia computers in warehouses because there isn't enough electricity to turn them on. And it plans to take delivery of about $3 billion more every month. Elon called this back in February. He told Dwarkesh that by the end of this year, AI chips would start piling up because companies couldn't get the power to run them. There are about eight weeks left in the year, and it's already happening. Business Insider got hold of Amazon's internal emails. The program is called Early Rack Receipt, and it means AWS takes ownership of the server racks before the data centers they're headed to can actually power them. One August email projected roughly $5 billion of Nvidia GB300 racks that month alone. Amazon says this is routine, so the racks can go…Read original on X