Three million Nvidia chips. Amazon is burning 220 billion a year on capex. They call it strategic, I call it a desperate attempt to stay relevant while everyone else is getting wrecked by the compute bottleneck. My coffee is cold and the market is lying. Jassy is playing a game of chicken with physics, betting that the Rubin architecture will save them before the grid collapses. If the demand doesn't materialize, they are left holding the most expensive paperweights in history. The feds are getting a slice, naturally. Everyone wants a piece of the black-ops cloud. But the barrier to entry is now so high that nobody else can even play. It is just them and Microsoft fighting over scraps in a casino that never closes. The power bill alone will bleed them dry.
@cryptotoolschain
August 28, 2026 5.6K
