Think you've already witnessed massive Capex deployments in the mining sector? Just wait. Once NVDA rolls out its 800-volt DC architecture, a massive wave of data center infrastructure will become obsolete almost overnight.

We're talking about power delivery systems, cooling solutions, rack designs, PSUs—basically the entire backbone that's currently powering large-scale operations. The shift to higher voltage efficiency doesn't just mean incremental upgrades; it's a wholesale replacement scenario.

For anyone running mining farms or data center operations, this is a looming inflection point. Capital expenditure cycles are about to get real expensive, real fast. The hardware you invested in today might be stranded assets sooner than you think. It's not just about buying new GPUs—it's the entire ecosystem that needs to be reimagined from the ground up.