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I’m not a finance bro, but my read is that Amazon wants to focus more on *using* GPUs and focus less on finding financing for buying GPUs.

They’re trying to convert GPUs into an investable commodity asset, just like crude oil is, for example.

Rough analogy: You have oil producers (Nvidia), refineries (AWS) and end-users (all software that uses AI).

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If they're wanting to focus on using GPUs instead of playing finance games, then why are they spending all the time playing finance games on $8B when they've got >$100B cash on hand?

> focus less on finding financing for buying GPUs

This is them focusing more on financing on GPUs.

Not sure I understand this hypothesis. GPUs age like leftover dinner unlike crude oil...

Replace oil with wheat, then - it can be stored for a few years, but it’s still perishable. Yet it still trades on commodities markets.

Not only that - technological obsolescence

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