[Amazon spends billions to "lock" Nvidia GPUs but idles warehouses due to lack of power] On October 21, an internal email showed that Amazon has set up a new "early receipt of racks" plan to start a radical computing power reserve mode. According to the plan, the company will receive approximately US$5 billion worth of Nvidia GB300 server racks in advance and deploy them to US data centers, and will continue to purchase new hardware at a monthly scale of US$3 billion in the future. Different from previous business models, Amazon broke industry convention this time and completed large-scale hardware purchases in advance before the data center completed the power supply and equipment operation conditions. According to reports, multiple Amazon AWS sites currently lack power capacity, and a large number of Nvidia GPU equipment purchased in advance can only be idle in transit warehouses, forming "dark GPUs" resources that cannot be put into production - that is, although enterprises have purchased AI chips and servers, they are forced to idle due to power supply problems or system design flaws.