> Those are extremely localized at a bunch of data centers and how much of that will see further use?
As much as there is market for somewhat-less-expensive data centers. (Data centers where somebody else already paid the cost of construction.)
And where they are doesn't matter. The internet is good at shipping bits to various places.
Those are extremely localized at a bunch of data centers and how much of that will see further use? And how much grid work has really happened (there are a lot of announcement about plans to maybe build nuclear reactor etc., but those projects take a lot of time, if ever done)
nVidia managed to pivot their customer base from crypto mining to AI.