“Five simultaneous gigawatt-scale AI clusters going up at once means GPU orders unlike anything NVIDIA has ever seen, and more than 95% of announced Blackwell capacity still hasn't shipped, leaving years of backlog ahead.”
“Never in the history of humanity have we ever seen a full 1GW campus under construction simultaneously—the closest was AWS building 800MW in Indiana for Project Rainier—yet Meta has two of them right now”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.