It’s a hilarious series of consequences:

they need more resources than the infrastructure can support. they have to build fast so power and water hookups aren’t readily available. and while they wait for it all, gpu’s worth millions of dollars sit on palettes in a loading dock waiting for racks to be built which are waiting for power and cooling to be plumbed.

so those stacks of blackwells and ada’s are aging like a portashitter and they still want more.