Anyone who regularly tries to rent GPUs on VPS providers knows that they often sell out. This isn't a market with lots of capacity nobody needs. In the dot.co

Anyone who regularly tries to rent GPUs on VPS providers knows that they often sell out. This isn't a market with lots of capacity nobody needs. In the dot.com bubble there was lots of dark fiber nobody was using. In this bubble, almost every high-end GPU is being used fully by someone.