alt Hacker News> Except for the physical buildings, permitting, and power grid build-out.
Those are extremely localized at a bunch of data centers and how much of that will see further use? And how much grid work has really happened (there are a lot of announcement about plans to maybe build nuclear reactor etc., but those projects take a lot of time, if ever done)
nVidia managed to pivot their customer base from crypto mining to AI.
> Those are extremely localized at a bunch of data centers and how much of that will see further use?
As much as there is market for somewhat-less-expensive data centers. (Data centers where somebody else already paid the cost of construction.)
And where they are doesn't matter. The internet is good at shipping bits to various places.