> Nvidia's "rack scale" machines like GB200-NVL72s and GB300-NVL72s are basically a fully built rack you roll into a DC and plug into power and network. In that case, Oracle should probably just buy the rack-scale Vera Rubins when they come out instead of Blackwells and roll them into their new DCs.

This is what I don't understand. Why is the article making the assumption that the DC itself is tied to a particular GPU generation? AWS doesn't knock down a building and start over every time Intel releases a new Xeon.