AWS officially raised GPU Capacity Block prices by roughly 15% effective Oct 7, right as reports confirm their ~$8B Nvidia Blackwell sale-leaseback SPV talks.
To me, this is the clearest signal yet that hyperscalers still hold strong pricing power while engineering the balance sheet around massive AI compute demand.
Bulls see expanding cloud margins plus relentless $NVIDIA(NVDA)$ absorption. Bears see rising costs eventually squeezing software buyers.
Pricing power or capex strain — which narrative controls the tape into Q3 earnings?
$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$
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