Business Insider reported on October 21, 2026 that Amazon, despite $220 billion in AI spending this year, has Nvidia server racks and GPUs sitting uninstalled in a warehouse. An Early Rack Receipt Program required Amazon to take delivery before it had a path to install them, and sources say AWS has room for more racks but not the power to turn them on. A source says Vera Rubin chips are already arriving while the Blackwells remain uninstalled. Construction in progress across CoreWeave, SpaceX, Amazon and Google totals about $374 billion, with Google alone over $100 billion.