Microsoft's CEO Satya Nadella indicates that energy and data center space, not compute, are the current bottlenecks for AI, with a surplus of NVIDIA GPUs sitting unused. This suggests a potential slowdown in demand for NVIDIA GPUs and a shift in focus towards infrastructure providers. The original poster's "⬇️⬇️" on GLXY (Galaxy Digital) implies a negative outlook, possibly due to broader market implications or specific crypto-related AI plays.