亚马逊豪掷数十亿“锁”英伟达GPU 但因缺电闲置仓库

格隆汇
4 hours ago
一份内部电子邮件显示,亚马逊设立了一项全新“提前接收机架”计划,开启激进算力储备模式。按照规划,公司将提前接收价值约50亿美元的英伟达GB300服务器机架,部署至美国数据中心,且未来将持续以每月30亿美元的规模新增硬件采购。与以往商业模式不同,亚马逊此次打破行业常规,在数据中心完成电力配套、具备设备运行条件前,提前完成大额硬件采购。报道称,目前亚马逊多个AWS站点电力容量不足,大量提前采购的英伟达GPU设备只能闲置在中转仓库,形成无法投产的“黑暗GPU”(Dark GPUs)资源——即企业虽已购买 AI 芯片和服务器,却因供电问题或系统设计缺陷而被迫闲置。

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