@leo i havent done the numbers but even with the same constant revenue let's say to keep it simple 1 billion
month 1 is 1 bil
month 2 is 1 bil
even when that doesnt increase, that still means the amount of products that have existed has doubled (+100%) i can see how companies just buying the same stock of gpu would mean they'd run out of space, cus a single data center can like only fit that many gpus before you have to build a new one