Amazon Plans to Sell $8 Billion in Nvidia Chips to Investors, Then Lease Them Back to Ease Balance Sheet Pressure — BigGo Finance

Amazon is actively seeking to sell approximately $8 billion (about NT$260 billion) worth of advanced Nvidia chips to external investors, then lease them back for continued use. If completed, the transaction would allow the cloud services giant to move expensive AI chip assets off its balance sheet, shifting toward a more asset-light operating model. It also reflects how tech giants are continually innovating their financing channels to maintain financial flexibility amid the AI infrastructure race.

Market sources indicate that Amazon has been in discussions with investors over the past several weeks to gauge interest in the transaction. Under the plan, Amazon would transfer thousands of Grace Blackwell chips deployed across data centers throughout the United States to a newly established special purpose vehicle (SPV), then lease them back from that entity. The SPV would raise capital by issuing bonds to external investors, while Amazon itself plans to release up to 10% of the SPV’s…