00:00It's Benzinga bringing Wall Street to Main Street!
00:02Amazon is reportedly considering a financing structure that would transfer about $8 billion
00:06of NVIDIA AI chips to outside investors, according to a Financial Times report. The proposed special
00:12purpose vehicle would own thousands of Grace Blackwell chips deployed across Amazon data
00:16centers, while Amazon would lease the chips back. Investors could own up to 10% of the financing
00:21vehicle, while Amazon would have no ownership stake in it, though discussions remain preliminary
00:26and could change. The proposal comes as Amazon raises its 2026 capital spending target by $20 billion
00:33to $220 billion. Amazon has multiple financing options, but CEO Andy Jassy expects customer
00:40demand to continue exceeding capacity through at least 2027, with strong demand already emerging
00:45for 2028. For all things money, visit Benzinga.com.
