> So where is this 10GW electric supply going to come from and who is going to pay for it?

I would also like to know. It's a LOT of power to supply. Nvidia does have a ~3% stake in Applied Digital, a bitcoin miner that pivoted to AI (also a "Preferred NVIDIA Cloud Partner") with facilities in North Dakota. So they might be involved for a fraction of those 10GW, but it seems like it will be a small fraction even with all the planned expansions.

https://www.investopedia.com/applied-digital-stock-soars-on-...

https://ir.applieddigital.com/news-events/press-releases/det...