Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them. https:// businessinsider.com/amazon-220-bil lion-ai-bet-data-centers-spending-challenges-2026-10 …
Amazon Has Warehouses of GPUs It Can't Install, BI Confirms
Business Insider confirms Amazon has warehouses of GPUs that can't be installed. The company buys them so far in advance that a supply chain team said there was no clear forecasted path to installation.