Scarcity in the GPU market is evident due to the inability to obtain desired items immediately, with a waiting period of two to three months. The limited inventory available quickly sells out. Approximately four to five million GPUs will be sold this year, amounting to an estimated 80 to 100 billion dollars. When combined with servers, data center space, and electricity costs, the total compute value reaches close to 250 billion dollars. This growth in the GPU market is significant, as it surpasses last year's revenue of leading cloud computing providers like AWS, indicating a substantial expansion in the AI hyperscaler industry, which is both global and highly disaggregated.

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