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Amazon is quietly restructuring who actually owns the AI hardware powering its data centers, and the investors taking the other side of that deal may not realize what depreciates fastest in Silicon Valley.
Buybacks offer an avenue for Nvidia and Apple to directly pass along profits to shareholders.
Financial Times reported on Friday that Amazon (AMZN) is exploring a financing structure that could move about $8 billion of Nvidia (NVDA) processors into an investment vehicle backed by outside capital.The proposal centers on thousands of Nvidia Grace Blackwell chips installed at more than a dozen…