Re:The Short Case for Nvidia Stock
by grajaganDev on Monday January 27, 2025 @08:18AM
(#42840808)
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.
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.