In a quarterly filing released Thursday, Amazon said it set up supplier financing arrangements allowing it to borrow up to $80 billion against hardware purchases, available from early 2027 through the third quarter of 2028. Lenders would receive collateral rights over certain assets, though the filing did not specify which ones. Amazon had mostly funded data center and chip spending from cloud and retail cash flow and its largest corporate bond sales to date, and had not previously used the joint financing or chip-leasing structures used by competitors. Third-quarter capital spending rose more than expected, producing a free cash outflow of $42.4 billion for the year ended Sept. 30. Total spending commitments reached $883 billion at the end of September, up 36% from three months earlier and more than double the year-earlier figure, and shares fell about 2% at midday Friday in New York.
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Keywords
AMZNAI investmentdata centersNVDA
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/29/2026 | 244.23 |
| Change that session | -4.07% |
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.72 |
| Change that session | -0.77% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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