It seems Cloud and Datacenter is still in demand and are outstripping supply. Something I just dont understand. Where are they all coming from? It cant just be AI. I really wish there is some explanation of these capital investment.

It really is crypto and AI, and NVidia will suffer greatly if the AI bubble bursts before something new that demands their GPUs arrives. Right now AI is being shoehorned into everything, and the hunting season has to end at some point.