Nvidia was forcing companies to buy hardware they did not need to drive up production so Jensen could smuggle more gpus to china. If that all ends, most large data center projects are dead. There never was any demand for large data centers and they require billions if not trillions in grid upgrades that these companies were trying to get everyone else on the grid to pay for.

If we put a gpu in every home, no one has to spend money upgrading the grid. Take all those gpus and put them in a single data center, now you need a trillion dollars to fund grid upgrades and gain absolutely nothing.

The only thing these large data centers do is give a massive tech company the ability to use the hardware they are renting to you, to undermine you and front any work you are doing.

We should see hardware prices drop fast if nvidia is actually stopped from doing their criminal activities.

This is…. Massively underselling the actual demand for these GPUs. Even if you only include OpenAI and Anthropic, they would probably buy every single GPU, TPU, and XPU that TSMC, Samsung, and Intel could produce if they had sufficient money, land, and power. They’re all completely convinced by scaling and recursive self improvement (and they seem to be right)

Also, the demands of HPC computing requires these to be collocated and on a high bandwidth low latency network, so saying these DCs are equivalent to sticking a GPU in each house is simply wrong.

The idea that everyone having their own personal at-home GPU (which will sit idle 99% of the time) is more efficient than everyone sharing a pool of GPUs in a data center baffles me.

I can't believe I am reading this on HN. How about companies are chasing Nvidia for all the GPU they could get?

>There never was any demand for large data centers and they

You are making things up as if Datacenter is only about GPUs. Go and ask Intel and AMD on how they are coping with demands.

GPUs in every home would be wildly inefficient. Hyperscalers have massive economies of scale by consolidating the inference. That's why it's cheaper to pay per api rates for deepseek than it is to run it locally on your home server and pay for electricity, even if your server is FREE.

You've got it backwards.

NVidia was selling its GPUs at a price well below what the market would bear so that they could pick and choose customers and make demands of them, like insisting that OpenAI not oppose their plans to sell to China.

So I expect that if they get a CEO who is more conventional and stays out of politics prices are going to go up.

those are some wild accusations to throw around without proof

Whatever copium you're on, I want some of it

> There never was any demand for large data centers

OK, let's stick to the subject and not engage in absolute delusion.