John Felton

'You've taken us free cash flow negative as a company, so congratulations': Amazon has plenty of Nvidia GPUs, but not enough energy to power its AI boom

Amazon Web Services is facing significant challenges powering its massive Nvidia GPU infrastructure for AI, leading to a substantial drop in free cash flow. Despite accepting billions in hardware monthly, a lack of sufficient energy capacity means much of this investment is currently unusable, impacting the company's financial performance.