[Aerolfos]

> Or maybe construction of the physical DCs is behind schedule, so today's Blackwells are sitting around unused, waiting for power and networking tomorrow. Then they're in a bit of trouble.

Other reporting says this is very much the case. Stargate barely has some of the land cleared, but the buildings were supposed to be finished and have GPUs installed over the course of 2026.

There's also the indicator of Nvidia giving out billion-dollar deals to other companies such that they could commit to buying even more Blackwells to keep production going. The chips from those new deals don't have anywhere to go, everyone already spent their cash on getting shipped chips that they're still installing today (apparently some are even in warehouses)