Yeah but your TAM (who you could possibly sell to) is the biggest concentric circle, inside that is the Servicable Addressable Market (who you could feasibly sell to) and your SOM (serviceable obtainable market, who you are actually selling to) and the consumer market is who you were actually selling to.

It could be that these data centers never become serviceable or obtainable, and this is all just predictions with no actual product making it into a machine.