🤖 THE CLOUD JUST LEARNED TO RENT ITS OWN CHIPS.

💰 Amazon is exploring moving roughly $8B of Nvidia Blackwell GPUs into an outside SPV, then leasing the same chips back for AWS and AI workloads. The proposed vehicle would use outside debt and potentially offer investors up to 10% equity.That is the real AI financing story now: capital recycling.📉 Friday’s jobs report added only 29,000 jobs, unemployment moved to 4.2%, and wage growth slowed to 3%. Stocks rallied, but the 10 year Treasury still finished around 5.26%.🏗️ SoftBank is attacking the same problem differently. It completed its $3.1B DigitalBridge acquisition and the final $10B tranche of its latest OpenAI investment, giving it both massive AI exposure and a third-party infrastructure capital platform.⚡ Amazon also committed another $1B to data center communities and says it no longer uses NDAs with government agencies on its projects. Permitting, ratepayer politics, and community consent are officially part of the capital stack.💡 Today’s sales idea: build a Capital Recycling Memo. Identify which stabilized land, buildings, GPUs, batteries, power equipment, or other assets can be financed or sold and leased back without sacrificing operational control.Great infrastructure does not need to trap great amounts of equity forever.🎧 Listen to today’s GRO Money News and share it with someone financing AI infrastructure, power, private credit, or real estate.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369