Still, I do wonder about the GPU manufacturing capacity upstream of datacenters, even though it grows relatively slowly. I suppose NVIDIA's order book is booked

Still, I do wonder about the GPU manufacturing capacity upstream of datacenters, even though it grows relatively slowly. I suppose NVIDIA's order book is booked solid a few years out. However, capacity that they add can't just be repurposed / retooled for other use cases. What could substitute LLM demand, if the LLM/AI business contracts rapidly?