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The Data Center Planning Chaos
The hyperscalers just built out their own data centers instead. The type of compute that we're putting in these data centers, it's different than the last generation. And GPU compute is about four times more power dense than CPU compute. So now not only like if you had all those H100s in your basement, you might not have a place to plug them into. That's become a pretty big problem for the industry very quickly and truly is only arisen in the last eight weeks or so.