IT Home reported on October 3 that the Financial Times had written, a day earlier, that Amazon is seeking to move about $8 billion of Nvidia Grace Blackwell chips into a special-purpose vehicle and lease those chips back. This is a deal being sought. It is not described as signed or closed. The account comes from unnamed sources. The IT Home article does not include the Financial Times text.

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A solid crate beside a pale outlined crate, with a blue string between their handles.
A solid crate and a pale one sit side by side, tied handle to handle. That is chips proposed to move out and be leased back, with the tie still in place. An illustration, not a transaction document., AI-generated illustration, not a news photograph

The chips are spread across more than ten data centers in five U.S. states. The new vehicle is expected to receive an investment-grade credit rating, then raise money from outside investors by selling shares and issuing bonds. The article presents the sale and leaseback as a way to ease the debt pressure of large infrastructure spending: the chips move off the balance sheet and are rented back, so operations can stay lighter. That is the article’s account of the motive, not a statement from Amazon. The article does not say whether Amazon commented.

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The $8 billion figure is the approximate value of the chips. It is not rent already collected, and it is not a financing round that has closed. IT Home added a renminbi conversion after the dollar figure. That is the site’s own exchange-rate note, not a renminbi amount from the Financial Times or from Amazon, so it is left out here.

The article does not give a lease term, an interest rate, the buyer’s name, or a date for closing. A related link on the page mentions a separate Broadcom financing story. Those figures do not belong to this proposed deal.

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要点

  • Amazon is seeking to place about $8 billion of Grace Blackwell chips in a special-purpose vehicle and lease them back. The deal is not closed.
  • The chips are in more than ten data centers across five U.S. states. The vehicle is expected to get an investment-grade rating, then sell shares and issue bonds.
  • The sources are unnamed. Lease term, interest rate, and buyer are not in the article. The renminbi note is left out.