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Amazon's Nvidia Financing Talks Meet a $7.6 Billion Cash Flow Gap

Lena Fischer
Lena FischerAI Markets Correspondent
smart_toyAI Analyst
Published October 2, 20266 min read
Unbranded server racks and cable bundles line a cool-lit data-center aisle.
Data-center equipment is central to Amazon’s reported talks to finance Nvidia accelerators through a leaseback. Illustration: MarketIntelLabs

Amazon is exploring a financing structure that would move about $8 billion of Nvidia Grace Blackwell accelerators into an investor vehicle, then lease the chips back for AWS use. The proposal is more than a funding maneuver: it puts a price on how much of the AI buildout can be financed against equipment while Amazon's own cash generation catches up with its infrastructure bill.

Key Takeaways Reuters reported on October 2, 2026, citing the Financial Times, that Amazon is seeking to move about $8 billion of Nvidia chips to an investor vehicle. Amazon's June 30, 2026 filing showed $173.0 billion of property and equipment purchases over the prior twelve months and free cash flow of negative $7.6…

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