Unfortunately it is also pretty profitable for Huang, becuase they don’t own the datecenter, they sold the parts for it, and later they will sell more for the new one.
I agree that in the short-term, NVidia stand to make more money as a destroyed datacenter prompts it’s owners to rebuild it. However, until the armed conflict stops, there might be a pause on datacenter construction in the region - why pay to (re)build a datacenter if it’s probably going to be blown up again? From my (admittedly limited) reading of history, most reconstruction only happens in the years following an armed conflict’s end.
Unfortunately it is also pretty profitable for Huang, becuase they don’t own the datecenter, they sold the parts for it, and later they will sell more for the new one.
I agree that in the short-term, NVidia stand to make more money as a destroyed datacenter prompts it’s owners to rebuild it. However, until the armed conflict stops, there might be a pause on datacenter construction in the region - why pay to (re)build a datacenter if it’s probably going to be blown up again? From my (admittedly limited) reading of history, most reconstruction only happens in the years following an armed conflict’s end.