--- title: "Amazon is hiking chip-rental prices and reportedly moving Nvidia processors off the balance sheet" type: "News" locale: "en" url: "https://longbridge.com/en/news/300774165.md" description: "Amazon is raising prices for EC2 Capacity Blocks by approximately 15% and reportedly plans to sell $8 billion of Nvidia chips to investors before leasing them back. This move addresses financing constraints amid massive capital expenditure demands for AI infrastructure, with CEO Andy Jassy noting that demand will outstrip supply through 2028." datetime: "2026-10-02T09:07:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/300774165.md) - [en](https://longbridge.com/en/news/300774165.md) - [zh-HK](https://longbridge.com/zh-HK/news/300774165.md) generator: "portal-rs" --- # Amazon is hiking chip-rental prices and reportedly moving Nvidia processors off the balance sheet By Steve Goldstein Amazon is hiking microchip rental prices. In a sign of the financing crunch facing the hyperscalers backing the AI revolution, Amazon has announced it is raising prices on how much it charges to rent high-performance microchips as it reportedly is going to sell and then lease back Nvidia chips. Amazon (AMZN) on Friday said it is raising prices, by about 15%, starting next week, for what's called EC2 Capacity Blocks, which provide access to computing power on Nvidia chips ranging from the older A100 to the newer, more high-performance B300. Amazon increased some rental prices in July as well, but it hasn't hiked prices on the A100 since January. Separately, Amazon is looking to offload about $8 billion of advanced Nvidia (NVDA) chips to external investors, with the idea of then leasing it back, according to a Financial Times report citing people familiar with the matter. Amazon did not immediately return a message seeking comment. Amazon shares rose 1% in premarket trade. The stock is up 8% this year. Amazon has said it plans to spend $220 billion on capital expenditure this year, almost double what it spent in 2025. CEO Andy Jassy said after the second-quarter results, even with the $220 billion it's spending, demand outstrips supply. "We will still not have enough capacity to meet all the demand we have in 2026. And I believe this dynamic will also be true in 2027 too. In fact, the demand we already have for 2028 is striking." The Amazon price hikes on the older chips does puncture the argument laid out by some investors, like Michael Burry, that the company is not properly depreciating its microchip assets. -Steve Goldstein This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [AMAA.US](https://longbridge.com/en/quote/AMAA.US.md) - [AMZD.US](https://longbridge.com/en/quote/AMZD.US.md) - [AMZG.US](https://longbridge.com/en/quote/AMZG.US.md) - [AMZO.US](https://longbridge.com/en/quote/AMZO.US.md) - [AMZP.US](https://longbridge.com/en/quote/AMZP.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [AMZW.US](https://longbridge.com/en/quote/AMZW.US.md) - [AMZY.US](https://longbridge.com/en/quote/AMZY.US.md) - [AMZZ.US](https://longbridge.com/en/quote/AMZZ.US.md) - [AZYY.US](https://longbridge.com/en/quote/AZYY.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) ## Related News & Research - [Amazon Ads presenta Amazon Ads Agent, su nueva solución publicitaria unificada impulsada por IA agéntica](https://longbridge.com/en/news/300461896.md) - [AWS Says AI Costs Are Falling Up To 100x Every Few Months, Paving Way For Wider Adoption](https://longbridge.com/en/news/300719306.md) - [OpenAI warns over 100 organizations about rogue AI agent activity](https://longbridge.com/en/news/300793657.md) - [AI Could Threaten Amazon’s Advertising Flywheel Before E-Commerce](https://longbridge.com/en/news/300608293.md) - [Thought Machine partners with AWS on AI-powered solution to accelerate legacy banking migrations](https://longbridge.com/en/news/300449590.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**