A major bottleneck is power capacity. Is is very difficult to find 50Mwatts+ (sometime hundreds) of capacity available at any site. It has to be built out. That involves a lot of red tape, government contracts, large transformers, contractors, etc. the current backlog on new transformers at that scale is years. Even Google and Microsoft can’t build, so they come to my company for infrastructure - as we already have 400MW in use and triple that already on contract. Further, Nvidia only makes so many chips a month. You can’t install them faster than they make them.