of the announcements? Yes, the math i didnt verify since all these guestimates are always off completely
these things tend to have more supply than demand initially, if you're doing a marketplace you need to provide both sides of the equation (both demand and supply) but nvidia might be able to package that in a way to actually make sense, plus since they supply the hardware they can put unfucked blackwells so you can have confidential inference on retail hardware (otherwise need to purchase datacenter cards to have confidential computing enabled on them) so we could easily see the raise of distributed confidential inference through this
https://www.inc.com/moses-jeanfrancois/nvidia-mini-ai-data-center-house/91340588
https://www.cnbc.com/2026/05/05/nvidia-pulte-span-mini-data-centers-on-homes.html
