By Luke Juricic
Publication Date: 2026-10-20 19:46:00
Investing.com — Amazon.com Inc (NASDAQ:AMZN) is fundamentally altering its hardware procurement playbook, agreeing to purchase billions of dollars in Nvidia Corp. graphics processors before its data centers are equipped with the power to run them. According to internal August emails obtained by Business Insider, the cloud giant established a new “Early Rack Receipt” program to take delivery of roughly $5 billion in Nvidia GB300 server racks at U.S. facilities ahead of final deployment, with expectations to accept an additional $3 billion in hardware each month for the foreseeable future.
The aggressive staging strategy highlights the extreme measures hyperscalers are taking to secure scarce artificial intelligence chips amid severe power grid constraints. Business Insider reported that finished equipment is currently being staged in intermediary warehouses because several Amazon Web Services sites lack the necessary utility capacity to energize the servers, leaving a portion of the hardware sitting idle as “dark GPUs.”
This procurement shift carries substantial financial implications for the world’s largest cloud…
