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does jevon's paradox negate this, i think yes, demand is growing and scaling is the only real path forward

>create debt-driven artificial "revenue" for the hyperscalers and Nvidia.

what for? Cui bono?

Nvidia locks the hyperscalars into long-term contracts to buy GPUs and servers. These purchases then fill up warehouses because the data centers and power success cannot be built fast enough to bring the hardware online. The demand only exists because the scalers are in a Mexican standoff, and canceling the Nvidia contract is basically handing the model-training race to the competition.

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