Patel identifies the 50,000 GPU cap per country as trivial compared to NVIDIA's six million unit annual production.
“Like, each country can only buy 50,000 GPUs for the next four years. And it's like, that's kinda nothing when NVIDIA's making, you know, 6,000,000 plus this year.”
Patel says Chinese data center operators are relocating to Singapore to circumvent US export controls while building in Malaysia.
“Right? Like, the largest operator in China of data centers in China, GDS, moved to Singapore and says they're Singaporean now.”