"Dark GPUs" at Amazon show the limits of the AI buildout: chips are easy to buy, power is not

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Dark AI Clouds: Like any other hyperscaler willing to sacrifice everything to turn AI into a game-changing opportunity, Amazon is pulling some bold stunts with both its finances and its hardware. A new report says the company is buying more GPUs than it has the power to run.

Amazon is allegedly taking in billions of dollars' worth of Nvidia racks every month, even though some sites aren't ready for them and there is no electricity to feed the AI accelerators just yet. According to internal emails seen by Business Insider, Amazon is willing to tie up billions in cash upfront as long as it can secure new hardware capacity early.

The messages describe Amazon's Early Rack Receipt process, through which AWS expected to take around $5 billion worth of Nvidia GB300 server racks...

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