From Selling Shovels to Paving Roads: NVIDIA's Compute Empire Starts Laying Its Own Fiber Optic Cables

I've seen too many founders staring at the shiniest gold nugget on the hype wave, while no one bothers to look at the mud under their feet. Nvidia's $10 billion shopping spree for Dark Fiber reminds me of an old saying: when everyone crowds onto the gold rush road, the shovel sellers get rich first, but the truly smart ones are those quietly paving the road.