Some questions to the author, if he reads HN:
> Nvidia is literally paying for datacenter construction, which means paying other companies to buy their chips.
Does Nvidia pay more than it receives from datacenter construction?
> A great website to bookmark and keep an eye on is: isaiprofitable. At the bottom, you’ll see that Nvidia (selling pans, shovels, and blue jeans) is the only company making money.
Have you considered that:
1) There are many other companies making a lot of money? Examples: NVIDIA, Micron, TSMC, Broadcom, AMD, SK Hynix, ASML...
2) The hyperscalers (Google, Microsoft, Amazon) are profitable?
> Nvidia is literally paying for datacenter construction, which means paying other companies to buy their chips.
Does Nvidia pay more than it receives from datacenter construction?
> A great website to bookmark and keep an eye on is: isaiprofitable. At the bottom, you’ll see that Nvidia (selling pans, shovels, and blue jeans) is the only company making money.
Have you considered that:
1) There are many other companies making a lot of money? Examples: NVIDIA, Micron, TSMC, Broadcom, AMD, SK Hynix, ASML...
2) The hyperscalers (Google, Microsoft, Amazon) are profitable?