"... at today's infrastructure costs."

If everyone talks up the AI crash, there will be a lot of hardware that will become available at fire-sale prices. Anyone with a lot of cash or a line-of-credit will be able to pick them up for pennies on the dollar.

NVidia, however, will have to deal with a glut of 1-2 yo GPUs re-entering the market. They may get into buying them and trashing them just to keep the supply low and prices up. Sort of like a stock buyback.

Either way, strange times ahead.