It's all a big hoax, a gigantic bubble waiting to burst. Thousands of data centers sitting idle in the desert because the grid simply cannot supply enough power. Reminscent of the WorldCom scandal - chip manufacturer (Nvidia included) artificially jacking up sales by giving vendor financing so as to boost quarterly revenues, inflate share prices and put profits in shareholders' pockets. Microsoft has lots of Nvidia chips which can't used, Google has thousands of servers idling.
Get your popcorn ready.