Not for what they are using it for. It is $1m+/chip and they can fit 1 of them in a rack. Rack space in DC's is a premium asset. The density isn't there. AI models need tons of memory (this product annoucement is case in point) and they don't have it, nor do they have a way to get it since they are last in line at the fabs.

Their only chance is an aquihire, but nvidia just spent $20b on groq instead. Dead man walking.