Amazon Offloading $8B Nvidia GPU Portfolio to Investors
October 2, 2026
Amazon is reportedly using Special Purpose Vehicles (SPVs) to move $8B in Nvidia hardware off its balance sheet. These SPVs are secured by the GPUs themselves, insulating Amazon from potential hardware value crashes.
HOW THIS AFFECTS YOU
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founderThis move signals how major players are managing the high cost and depreciation risk of AI hardware.
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investorThis structure carries high risk as investors own depreciating assets with limited recourse.