Large numbers of Amazon NVIDIA GB300 servers temporarily idle due to insufficient power supply
Amazon AWS at one point expected to receive NVIDIA GB300 server racks worth about $5 billion, but after some equipment was delivered, it was temporarily stored in warehouses or transit facilities because data centers lacked sufficient power capacity; the industry calls such equipment dark GPUs. AWS also plans to continue purchasing at a rate of about $3 billion per month, and has shifted to accepting racks early and paying early to lock in scarce hardware. Amazon plans to invest about $220 billion in capital expenditure this year for AI and cloud computing infrastructure, and free cash flow has turned negative for the first time in recent years.
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