this post was submitted on 19 May 2026
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Chapotraphouse
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Reductively, it's a simple math problem. Nvidia sold something like 10GW of GPUs in the last 3 years. That means people spent money on them. They spent money on them expecting to make money by using them. To use them, they need to be in data centers. By some estimates, the industry has only added 1GW of data center capacity in the past 3 years. So they need to keep building to house the hardware they bought to make money from the hardware they already paid for.
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