Investors know to "sell the shovels" [to use a gold-rush concept] and are investing into well-diversified positions; which include the likes of GPT's capacity:

Investors know to "sell the shovels" [to use a gold-rush concept] and are investing into well-diversified positions; which include the likes of GPT's capacity: nVIDIA, AMD, TSMC, MSFT &c — these are the shovels which speculators must buy (or utilize via kWh / price of another's GPT-instance), and I assure you is the case.