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Those are definitely not the limiting factors here.

Not nearly all data centers are water cooled, and there is this amazing technology that can convert sunlight into electricity in a relatively straightforward way.

AI workloads (at least training) are just about as geographically distributeable as it gets due to not being very latency-sensitive, and even if you can't obtain sufficient grid interconnection or buffer storage, you can always leave them idle at night.




Right - they are not limiting factors, they are reasons that NVDA is overvalued.

Stock price is based on future earnings.

The smart money knows this and is reacting this morning - thus the drop in NVDA.




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