Amazon reportedly stages Nvidia server racks as some AWS sites lack enough available power to turn them on

Business Insider reports some AWS sites have room for Nvidia-equipped racks but not enough available power to run them, leaving equipment in intermediary warehouses. Amazon calls nearby staging best business practice and disputes a broader forecasting problem. GaryMarcus questioned AI demand in response, but the report does not establish weak demand as the cause. AWS infrastructure chief Prasad Kalyanaraman expects demand to exceed capacity in 2027, a forecast.