Amazon Forecast $5 Billion in Nvidia Rack Deliveries

Amazon’s August forecast called for about $5 billion in Nvidia GB300 rack deliveries to AWS, while some sites reportedly lacked the electricity to operate incoming equipment. The figure was a projection in an internal email, not a confirmed delivery total, and the reports do not establish how many racks were ultimately delivered or put into service. The email, described by Business Insider as reviewed, also projected roughly $3 billion in rack deliveries each month beginning in September. People familiar with the effort said some AWS facilities had room for the racks but insufficient power, leaving completed equipment staged in warehouses near deployment sites. The reports describe an “Early Rack Receipt” process under which AWS could take ownership of certain racks before they arrived at data centers. Previously, AWS generally took ownership when racks reached a data center, according to the account. Taking ownership earlier can tie up cash before the equipment is installed and generating revenue, although the amount of hardware staged and how long it remained there were not established. An Amazon spokesperson said staging finished hardware near deployment sites is routine,...