🤖 THE CLOUD JUST LEARNED TO RENT ITS OWN CHIPS.

Podcast: GRO MONEY NEWS · Teresa Grobecker

Opublikowano: 2026-10-05

💰 Amazon is exploring moving roughly $8B of Nvidia Blackwell GPUs into an outside SPV, then leasing the same chips back for AWS and AI workloads. The proposed vehicle would use outside debt and potentially offer investors up to 10% equity. That is the real AI financing story now: capital recycling. 📉 Friday’s jobs report added only 29,000 jobs, unemployment moved to 4.2%, and wage growth slowed to 3%. Stocks rallied, but the 10 year Treasury still finished around 5.26%. 🏗️ SoftBank is attacking the same problem differently. It completed its $3.1B DigitalBridge acquisition and the final $10B tranche of its latest OpenAI...