NVIDIA seems to be channel stuffing, forcing Amazon and other customers to take early delivery. The argument that these things are "scarce" when you don't even have anywhere to plug them into is nonsense...unless NVIDIA is saying you NEED to take them now, or else. GPUs are stacked in warehouses.
Business Insider also reporting that Amazon projects it would take delivery of $3 billion a month in GPUs “every month for the foreseeable future,” all while not having anywhere to put them, as part of an “early rack receipt” program. Extremely strange!