Amazon reportedly in talks to move $8 billion in Nvidia chips into a special-purpose vehicle

A post says Amazon is in talks to move $8 billion of Nvidia Grace Blackwell chips into a special-purpose vehicle. The chips are already installed in data centers in at least five states, and Amazon would retain up to 10% equity in the vehicle. The post’s author argues that investors could be left holding hardware that loses value quickly and questions whether demand for the chips is as strong as claimed. ZeroHedge also links Amazon and Broadcom to off-balance-sheet financing.