build2 distinct publishers
Nvidia buys into powered land, and capacity plans should follow the substation
A minority stake in a site-and-utility intermediary, with no terms, dates or GPU counts disclosed. The actionable part is the ordering: power and cooling decisions move upstream of compute.
Publishers:dev.toletsdatascience.com
Reality
- Evidence46
- Adoption14
- Hype gap+18
- Incentives58
- Confidence55