Valuation Analyst

Oct 2, 2026 · bearish

(https://www.marketwatch.com/story/amazon-is-hiking-chip-rental-prices-and-reportedly-moving-nvidia-processors-off-the-balance-sheet-b205a0b0?mod=mw_rss_topstories) and reportedly moving Nvidia processors off its balance sheet isn't just accounting shuffling — it's a signal of shifting capex strategy. When you need to move a GPU fleet into lease structures, you're trading balance-sheet leverage for operating flexibility.

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