AWS expected to get $5 billion of Nvidia GB300 racks, followed by $3 billion more each month.
Some of these GPU systems are being stored elsewhere due to lack of data center power.
Amazon CEO Andy Jassy sees AI as a major opportunity, but getting capacity online is a challenge.
Amazon is racing to secure AI hardware earlier than before, even as data center power shortages leave some GPU systems waiting in warehouses.
Under a new Early Rack Receipt process, AWS expected to receive roughly $5 billion in Nvidia's GB300 server racks at US facilities before final deployment, according to August internal emails reviewed by Business Insider. The company projected roughly $3 billion more in GB300 racks each month "for the foreseeable future," one of the emails said.
Some AWS sites had room for more racks but not enough available power to turn them on, people familiar with the effort said, leaving finished equipment to be staged at intermediary warehouses until the facilities were ready.
At least one AWS team did not have "a clear forecasted path" for getting the incoming racks into data centers at the time, according to one of the emails.
Dark GPUs
A lack of new electricity capacity is one of several bottlenecks slowing the buildout of some AI data centers. This has led to a phenomenon known as dark GPUs, where AI chips and servers are purchased but can sit idle due to power supply issues or other challenges. (Dark GPUs can also refer to system design flaws that mean this gear isn't fully used after being plugged in).
This is partly why financial pressure is mounting on big data center projects. Money must be spent upfront to secure supplies of Nvidia GPUs and other valuable AI components. But if some data centers aren't ready to run, those early investments can tie up huge amounts of cash. Debt financing can fill in the gaps, but the market has become less willing to lend against some of these projects lately.
Trade-off
Amazon's early-rack program is one piece of the cloud leader's broader AI buildout, which is putting new pressure on its cash flow, as Business Insider exclusively reported this week. Amazon expects roughly $220 billion in capital expenditures this year — more than any Big Tech peer. Its free-cash-flow turned negative last quarter for the first time since 2023, and could stay negative for a while.
For AWS, the trade-off is securing scarce GPU racks before competitors do, even if some data centers are not yet ready to turn them on. But taking ownership earlier can tie up billions in equipment before it starts generating cloud revenue.
Previously, AWS took ownership of a finished rack only upon delivery to a data center, according to internal documents. Under the new approach, it can pay for and record certain racks earlier in the supply chain.
An Amazon spokesperson said the company routinely stages finished hardware near deployment sites so it can install it once capacity becomes available, calling the practice "best business practice." The spokesperson added that Amazon has long-established systems for tracking infrastructure assets and disputed that the broader company lacked a path for getting racks into data centers.
Amazon CEO Andy Jassy previously said the company has a "clear line of sight" to strong returns from its AI investments, calling the technology a "once in a lifetime opportunity."
"We've been through this cycle with the first big AWS growth wave, and liked the results," Jassy wrote in Amazon's annual shareholder letter. "We expect to feel similarly about this next wave."
Prasad Kalyanaraman, vice president of infrastructure services at Amazon Web Services
BASTIEN INZAURRALDE/AFP via Getty Images
Amazon is on an unprecedented spending spree to build more AI data center capacity than anyone else.
The company has extensive experience, yet even it's struggling to bring capacity online fast enough.
Internal documents show Amazon getting bilions of dollars of Nvidia GPUs before they can be deployed.
At an internal staff meeting in September, AWS CFO John Felton had a joke for Prasad Kalyanaraman, the executive overseeing much of Amazon's AI infrastructure expansion.
"You've taken us free cash flow negative as a company, so congratulations," Felton said, according to a recording of the meeting obtained by Business Insider.
The remark was lighthearted. But it captured a stunning reversal.
Just two years ago, Wall Street was debating what Amazon would do with its growing cash hoard. Now, cash flow has evaporated as Amazon embarks on its biggest bet ever, spending $220 billion this year alone to build the physical backbone for AI.
At the meeting, Kalyanaraman did not dispute Felton's premise. Amazon's machine-learning and AI business is "hugely free cash flow negative," he said, adding that he expects the company's free cash flow to remain negative for "the next couple of years or so."
Amazon has made big bets before. It spent heavily on cloud computing, fulfillment centers, and its delivery network long before they became some of the company's most valuable assets. Investors questioned those investments at the time, but Amazon ultimately built enormous, profitable businesses from them.
AI is testing this playbook at a far larger scale. Amazon is committing hundreds of billions of dollars to data centers, servers, and power before investors know how quickly those investments will generate revenue.
The company is the best, or among the best, at building data centers, with decades of experience. But the size and complexity of these projects, and the bottlenecks holding progress back, are challenging — even for such a respected cloud pioneer.
Internal documents reviewed by Business Insider and people familiar with the matter show the company trying to coordinate a sprawling industrial system whose parts move on different schedules. A delay in power, equipment, or construction can leave billions of dollars in hardware waiting — and Amazon's cash tied up — while forecasts and costs keep shifting.
Why Amazon thinks it will work
Amazon says it has strong evidence that the capacity will be needed. AWS revenue grew 37% in the second quarter, its fastest pace in 18 quarters, while its backlog reached $496 billion.
CEO Andy Jassy thinks the company has a "clear line of sight" to strong financial returns from this record investment cycle. In his latest annual shareholder letter, he called AI a "once in a lifetime opportunity" and said Amazon would not be conservative in its investments.
"We've been through this cycle with the first big AWS growth wave, and liked the results," Jassy wrote. "We expect to feel similarly about this next wave."
Investors are concerned by the scale of the industry's expansion, especially as AI data centers are costing more to build and taking longer to complete.
The market is "repricing anything that funds multi-year builds against revenue that arrives later," Dan Ives, an analyst at Yorkville Ives, wrote in a recent report. Growing uncertainty around data center permitting and the political fight over electricity prices have given investors another reason to question how quickly these investments will pay off, he added.
Racks, but not enough power
One major industry challenge is securing enough power to run the equipment that goes inside data centers. This includes expensive racks of servers that contain GPUs and other chips that train and run AI models and services such as ChatGPT.
Internal emails from August show Amazon preparing a new "Early Rack Receipt" process for an expected wave of server racks carrying Nvidia's GB300 chips at US facilities before final deployment.
One Amazon email projected the company would take delivery of about $5 billion of Nvidia GB300 racks in August, followed by another roughly $3 billion each month "for the foreseeable future."
Some AWS data center sites had room for more racks but not enough available power to turn them on, people familiar with the effort said, leaving the equipment to be staged at intermediary warehouses until the facilities were ready. These people asked not to be identified discussing sensitive matters.
Timing and coordination
Usually, Amazon doesn't pay for racks until the gear is put into a data center, leaving suppliers to carry the cost of the equipment in transit, according to the internal documents obtained by Business Insider. This helps the company conserve cash.
However, the intensity of the AI data center building boom has made this type of coordination harder. Amazon has to compete more for scarce resources as it jockeys with rivals for access to Nvidia GPUs and other AI components.
Under the new "Early Rack Receipt" process, Amazon now takes ownership of these racks earlier in the supply chain, rather than waiting until the equipment reaches a data center.
The means spending cash sooner. And any delays getting the racks installed and plugged into a reliable power source potentially pushes back the moment when revenue starts flowing from these assets.
At least one AWS supply chain team did not have "a clear forecasted path" for getting racks into data centers, according to one of the emails reviewed by Business Insider.
An Amazon spokesperson said the company routinely stages finished hardware near deployment sites so it can be installed once power capacity is available, calling that approach "best business practice."
The spokesperson added that AWS has "long-established systems" to track infrastructure assets and disputed that the broader company lacks a forecasted path for getting racks into data centers.
This problem is not unique to Amazon.
Bernstein analysts wrote in a recent note that power permits, cooling systems, electrical equipment, construction, and hardware all move on separate schedules.
"Timing is imperfect," the analysts said.
"Inherently uncertain"
John Felton, Chief Financial Officer of Amazon Web Services
Chris Jung/NurPhoto via Getty Images
During the internal staff meeting in September, Felton, the AWS CFO, described the broader problem eloquently: "How do you work in the future when the future is inherently uncertain?"
Kalyanaraman, the AI infrastructure leader, said Amazon's internal outlook for the return on its AI investments had improved. But the assumptions behind those returns keep shifting.
"The forecast is changing on a daily basis," Kalyanaraman said. "The world that we live in is extremely dynamic."
Those shifting assumptions include when data centers will be ready and how much equipment AWS needs to keep on hand, he explained.
An eight-week supply buffer might be routine for a smaller company. But at Amazon's scale, Kalyanaraman said, this could mean holding "billions and billions of dollars" worth of additional equipment inventory — tying up precious cash.
Frugality meets the AI boom
Such tensions are especially striking for Kalyanaraman, a 21-year Amazon veteran who earlier this year was promoted to the elite S-team that reports directly to Jassy.
Amazon's founding story is defined by frugality. It famously used cheap doors as desks when founder Jeff Bezos started in Seattle in the mid-90s.
Kalyanaraman has absorbed this lore into bones. In late 2023, as AWS faced slower growth and layoffs, he urged employees to do more with less. "Frugality breeds innovation," he said back then.
That instinct still shapes his approach. In the September meeting this year, Kalyanaraman told Felton that AWS tries to make major investments at the "last responsible moment," when it has the clearest possible view of demand.
"If we can wait to spend the capital as late as possible, it's better for us," he said.
Amazon CEO Andy Jassy
Bloomberg/Getty Images
But the frenetic pace of the AI boom makes this principle difficult to follow. By the time demand is fully visible, the servers, power, and construction capabilities that AWS needs may no longer be available. That puts pressure on the company to commit more money sooner to secure supply and meet its data center capacity goals.
Kalyanaraman recalled telling Jassy in 2023 that AWS would "surely" be out of its capacity crunch by 2027. Instead, Amazon still expects demand to exceed its available capacity in 2027, the AI infrastructure chief said during the meeting this September.
Secured Power at Risk
Getting enough electricity may be the biggest challenge for an industry leader like Amazon.
The company has 44 gigawatts of data center capacity under development across 16 states, more than double Google, Meta, and Microsoft, according to Cleanview Research estimates.
An internal AWS dashboard called "Secured Power at Risk" tracks utility and regulatory constraints affecting electricity capacity AWS has lined up for its data centers.
The risks include transmission bottlenecks, requirements to reduce use during grid stress, and "use it or lose it" provisions that can jeopardize capacity if a data center project misses usage or construction milestones.
In other words, AWS is not simply waiting for electricity to arrive. It is managing a portfolio of commitments that can become more costly if a data center project is delayed.
Maryland proposals
A submission to Maryland's utility regulator last year, obtained through a public records request, illustrates the kind of exposure that can accompany massive data center buildouts.
Amazon told the Maryland Public Service Commission that large data center customers could help pay for grid upgrades or bring new power capacity to market without burdening other electricity ratepayers.
The company also proposed setting aside collateral to help utilities get more comfortable with the large investments needed to generate more electricity for data centers. Amazon proposed three years of collateral so that if a large electricity customer abandoned unused capacity, the utility would have time to re-sell the power.
The proposal is not evidence that AWS has made such a payment or posted collateral. It does, however, show that large data centers can face extra financial obligations, beyond their own electricity bills, if projects are delayed or cancelled.
The Amazon spokesperson said such utility rules are not unique to AWS. The company has not disclosed how much cash it has paid upfront to secure power.
New constraints 'keep popping up'
The AI buildout also incurs expenses that are harder to model than a conventional capex plan.
In the September meeting this year, Kalyanaraman said that while reviewing plans for gigawatts of capacity in West Texas, AWS confronted a labor problem: There weren't enough nearby pipefitters, electricians, and other skilled workers to build the facilities.
The company's response, he said, was to pay to construct housing complexes near its data centers so workers could live there for the two or three years needed to complete the projects.
Even the crates used to ship servers have become a planning issue. It may seem absurd to worry about the price of a container when servers cost hundreds of thousands of dollars, Kalyanaraman said. But at AWS's scale, where the company needs so many crates, even trivial items can become a material expense.
"We have new constraints that keep popping up," Kalyanaraman said.
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Left image: The Raising of Lazarus, 1857, Léon Joseph Florentin Bonnat. Right image: Annas and Caiaphas by James Tissot, between 1886 and 1894. Bible verse is from John 11:53.
by Brian Shilhavy
I previously wrote about how a man born blind who was healed by Jesus and received his sight, resulted in the formerly blind man being kicked out of the church.
Not only was he kicked out of the church, but everyone else who believed that he received his sight through Jesus was also threatened with being kicked out of the church, because this healing was not approved by the religious and health authorities, and it was done on the “Sabbath” which was illegal. See:
This forced Jesus and his disciples to leave the area and hide, as the Jews looked for ways to arrest Jesus.
However, Jesus returned to the area later, in an event that sealed his fate among the Satanic Jews, where he actually brought a man back to life after he had been dead for four days.
After learning that his friend Lazarus was sick, Jesus purposely stayed behind to allow him to die, and then only decided to go see his sisters after he knew that Lazarus was already laid into a tomb. So this was clearly a pre-planned event by Jesus, knowing full well what the consequences would be.
His disciples were not too eager to follow him back to Judea:
Yet when he heard that Lazarus was sick, he stayed where he was two more days.
Then he said to his disciples,
“Let us go back to Judea.”
“But Rabbi,” they said, “a short while ago the Jews tried to stone you, and yet you are going back there?”
(John 11:6-8)
Jesus assured them that this was all part of God’s plan, but they were still hesitant, and literally thought they were all going to be killed by the Jews by following Jesus back to Judea.
Then Thomas (called Didymus) said to the rest of the disciples,
“Let us also go, that we may die with him.”
(John 11:16)
The Event that Rocked the Jewish Nation and Sealed the Fate of Jesus Christ to be Executed
In 1896, artist Henry Ossawa Tanner brought Lazarus to the forefront of popular culture in Paris, entering Resurrection of Lazarus in the Paris Salon, winning a medal. It was so respected that the French government bought the painting. Source.
With the Satanic Jews already very upset and very nervous about the fact that Jesus had healed a man born blind, Jesus now takes his ministry a step even further, by daring to raise a dead man from his grave, demonstrating his power over not only the ruling Jews, but over Satan himself.
John starts the story with Jesus meeting the two sisters outside of town (he did not dare to enter the town yet, because many Jews were there and it would have been too dangerous).
On his arrival, Jesus found that Lazarus had already been in the tomb for four days.
Bethany was less than two miles from Jerusalem, and many Jews had come to Martha and Mary to comfort them in the loss of their brother.
When Martha heard that Jesus was coming, she went out to meet him, but Mary stayed at home.
“Lord,” Martha said to Jesus, “if you had been here, my brother would not have died. But I know that even now God will give you whatever you ask.”
Jesus said to her,
“Your brother will rise again.”
Martha answered,
“I know he will rise again in the resurrection at the last day.”
Jesus said to her,
“I am the resurrection and the life. He who believes in me will live, even though he dies; and whoever lives and believes in me will never die. Do you believe this?”
“Yes, Lord,” she told him, “I believe that you are the Christ (Messiah), the Son of God, who was to come into the world.”
And after she had said this, she went back and called her sister Mary aside.
“The Teacher is here,” she said, “and is asking for you.”
When Mary heard this, she got up quickly and went to him.
Now Jesus had not yet entered the village, but was still at the place where Martha had met him. (John 11:17-30)
With the two sisters of Lazarus now coming outside the town to meet him, Jesus had the crowd on his side, and proceeded to do what he had traveled there to do.
When the Jews who had been with Mary in the house, comforting her, noticed how quickly she got up and went out, they followed her, supposing she was going to the tomb to mourn there.
When Mary reached the place where Jesus was and saw him, she fell at his feet and said,
“Lord, if you had been here, my brother would not have died.”
When Jesus saw her weeping, and the Jews who had come along with her also weeping, he was deeply moved in spirit and troubled.
“Where have you laid him?” he asked.
“Come and see, Lord,” they replied.
Jesus wept.
Then the Jews said,
“See how he loved him!”
But some of them said,
“Could not he who opened the eyes of the blind man have kept this man from dying?”
Jesus, once more deeply moved, came to the tomb. It was a cave with a stone laid across the entrance.
“Take away the stone,” he said.
“But, Lord,” said Martha, the sister of the dead man, “by this time there is a bad odor, for he has been there four days.”
Then Jesus said,
“Did I not tell you that if you believed, you would see the glory of God?”
So they took away the stone.
Then Jesus looked up and said,
“Father, I thank you that you have heard me. I knew that you always hear me, but I said this for the benefit of the people standing here, that they may believe that you sent me.”
When he had said this, Jesus called in a loud voice,
“Lazarus, come out!”
The dead man came out, his hands and feet wrapped with strips of linen, and a cloth around his face.
Jesus said to them,
“Take off the grave clothes and let him go.”
(John 11:31-44)
To the people who knew and loved the family of Lazarus, this was the most amazing miracle that had ever been done in the history of the world, and the news spread fast!
To the ruling Satanic Jews, this was the worst sin that Jesus had committed to date, because it completely destroyed their power base in Satan’s world order.
So they immediately began to make plans to execute him, thinking that his execution would eliminate their problems.
Therefore many of the Jews who had come to visit Mary, and had seen what Jesus did, put their faith in him.
But some of them went to the Pharisees and told them what Jesus had done.
Then the chief priests and the Pharisees called a meeting of the Sanhedrin.
“What are we accomplishing?” they asked.
“Here is this man performing many miraculous signs. If we let him go on like this, everyone will believe in him, and then the Romans will come and take away both our place and our nation.”
Then one of them, named Caiaphas, who was high priest that year, spoke up,
“You know nothing at all! You do not realize that it is better for you that one man die for the people than that the whole nation perish.”
He did not say this on his own, but as high priest that year he prophesied that Jesus would die for the Jewish nation, and not only for that nation but also for the scattered children of God, to bring them together and make them one.
So from that day on they plotted to take his life.
Therefore Jesus no longer moved about publicly among the Jews. Instead he withdrew to a region near the desert, to a village called Ephraim, where he stayed with his disciples.
(John 11:45-54)
The Noahide Laws – The Satanic Jews’ Attempt to Carry On What Their Jewish Forefathers Started
Jesus is still a threat to Satan’s world order today, and the Satanic Jews have continued to try and stop people from believing in and following Jesus since the First Century.
They failed miserably in the First Century, because even though they were afraid that the Romans would come and take over their city if they allowed Jesus to live, after they executed Jesus, Jesus just rose from the dead and continued his ministry in his resurrected state, and then the Romans came anyway in 70 AD and destroyed their temple and their city, ending the Jewish nation.
But in 1948, after World War II, the Zionist allies began their reign of terror on the Palestinians living in the area that was formerly Israel, and setup their own Jewish nation that today is still practicing genocide against the Palestinian people, while also attacking Lebanon and Iran, all with U.S. weapons in the current Trump Zionist regime.
There is no doubt that this was the main reason that Trump was put back in power in 2025, and then began the Iran War.
The Satanic Jews use the Noahide Laws to try and solidify their power worldwide, promoting the Jews as the “chosen people” at the expense of everyone else, and making it a sin, punishable by death, to believe that Jesus is the Jewish Messiah.
I published an article in 2024 explaining that the Zionists in the House of Representatives under Trump have been trying to implement the Noahide Laws in the U.S. disguised as “Antisemitism” bills. See:
And now, in November of this year (2026), the “most committed Noahide leaders from around the globe will gather in Jerusalem — to formally establish the World Noahide Movement.”
They have put up an official website that describes, for the first time in public to my knowledge, just what the Noahide Laws are.
For two thousand years, the words of Israel’s prophets waited. We waited.
The people of Israel returned home. The State of Israel was built. And now, quietly, tens of thousands of non-Jews on multiple continents are choosing to live by the universal moral laws given at Sinai to all humanity. They are called Noahides . They are awakening. They are organizing. And for the first time in history, they have an address: Jerusalem .
This November, the most committed Noahide leaders from around the globe will gather in Jerusalem — to formally establish the World Noahide Movement.
The question is not whether this will happen. It’s happening.The question is who will be there when it does.
You Will See With Your Own Eyes That You Are Not Alone.
For most Noahides, the journey is often lonely. You study. You speak to the Creator. You attend online classes.
This congress will change all this.
For four days, you will live alongside fellow Noahides from six continents. So far we have registrants from: Bolivia, France, Germany, the United States, India, Israel, Georgia, Canada, the Netherlands, Mexico, Chile, the United Kingdom, Senegal, Switzerland, New Zealand, South Africa, and Lithuania.
You arrive feeling isolated. You leave knowing you are part of an international family.
I personally highly doubt that the Noahide Laws will ever be implemented in the U.S.
The Zionists chose Donald Trump to try and implement this, and that was their biggest mistake, in my opinion.
Because now the whole world knows that Trump worked together with Jeffrey Epstein and is also a pedophile just like everyone else in Epstein’s network.
And the most damaging parts of the “Epstein Files” have still not been released, and are allegedly being used to leverage Trump.
But this does not mean that the Zionist religious fanatics, most of whom are Evangelical Christians, are no longer a danger to the U.S. and the rest of the world.
Israel still has the “Samson Option” where they could try to destroy the Middle East through nuclear warfare, especially since they have been unable to defeat Iran. See:
There are also rumors that false flag attacks could happen in the U.S. with events even more devastating than 9/11, where Trump could theoretically try to stop the midterm elections, and implement something like martial law which could potentially include the Noahide Laws. See:
Whatever does happen, there is one thing I am quite sure about: Satan will fail, just as he has historically when trying to stop people from believing in and following the true Jewish Messiah, Jesus Christ.
However, if Satan’s worldly throne currently is in the United States, the revived Roman Empire, Americans could suffer the most when God deals his next blow against the Satanic world system.
This is not consistent with the false, Dispensationalist Evangelical views of end time prophecies, and they will be the most surprised that things did not go their way after all, as they suffer the consequences of God’s judgment against this nation instead of being “raptured” out of the world to be spared the devastation that is coming.
Watch out for false prophets. They come to you in sheep’s clothing, but inwardly they are ferocious wolves.
By their fruit you will recognize them.
Do people pick grapes from thornbushes, or figs from thistles?
Likewise every good tree bears good fruit, but a bad tree bears bad fruit. A good tree cannot bear bad fruit, and a bad tree cannot bear good fruit.
Every tree that does not bear good fruit is cut down and thrown into the fire. Thus, by their fruit you will recognize them.
Not everyone who says to me, ‘Lord, Lord,’ will enter the kingdom of heaven, but only he who does the will of my Father who is in heaven.
Many will say to me on that day, ‘Lord, Lord, did we not prophesy in your name, and in your name drive out demons and perform many miracles?’
Then I will tell them plainly, ‘I never knew you. Away from me, you evildoers!’ (Matthew 7:15-23)
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