RE:NVDA Servers / data centers
Data centers are all about Five-Nine reliability (99.999% up time) and redundancy. These Nvidia servers may help for very speciliazed uses in very limited quantities, but they do nothing for redundancy and reliability.
Imagine a majof Amazon Web Services or IBM data center with just 166 Nvidia DGX-2's instead of 50,000 servers (like they now have). If just a Few of these Nvidia boxes experienced a problem, it would shut down the entire operation in a flash.
Hyperscale data centers aren't going anywhere...if anything, they are growing.