Your summary was exactly what I needed to at least form a basic opinion (very basic) and (up the point at which I stopped the article) came to the same conclusion as your summary.
Edit: Thank you for taking the time for the TLDR (doesnt matter to me if AI or not)
Usable doing a lot of heavy lifting lol.
No offense but that blog is a massive wall of text that is equal to asking someone to read a whole scientific paper (which is too much to ask for in the current context of discussion).
I came as far as dissecting the video about the DCs. It's not much, maybe 1/10 of the total length.
It seems okayish written but I can't add much else opinion to it as I havent read much further :/ I am sorry.
I'd say the traditional long-term type of DCs arent as badly built as those built atm that looks like they can be deconstructed in a single week.
You better watch this video by Benn Jordan about exactly this issue: https://youtu.be/_bP80DEAbuo
He measured the reported issue.
Here is a timestamp witg the datacenrer noise isolated: https://youtu.be/_bP80DEAbuo?t=540
Have you seen what their stocks are doing?
The all experienced exponential growth somehow.
Samsung went from a stock being 200-300€ per share to 5000€ per share in less than a year.
The capacity will be freed.
I am sure nvidia can repurpose the dies for consumer focused stuff and call them whatever or put them into business/workstation SKUs instead of enterprise/DC applications.
Same for other products they sell.
They arent as hyper specialized as an F1 (except maybe for those extreme 5U gpu compute nodes. They can hardly repurpose those lol
I got my stupid 111€ profit from the stupid shares after selling it off.
Hope it dies in a fire.
So far I only bought Samsung SSDs
for internal use and expanded that to Crucial as well.
Only heard good things about Sabrent, Kioxia and Samsung so far and not much bad.
They are being sold for that (or close)...Ebay Germany