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Eight Billion Dollars of Machines That Do Nothing: Amazon Buys a Stake in Its Own Backup Power, September 17, 2026
Amazon signed a long term supply agreement worth up to eight billion dollars for backup generators at its data centers, then took a warrant on roughly one point six nine million shares of the supplier alongside it. Chris and Laura dig into why the binding constraint on AI has moved from chips to electrons, what fast transient response means for a diesel engine sitting in a yard in Arizona, and whether a forty five percent single day repricing is conviction or exuberance.
Hosted by Chris and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
