I think there are still _a lot_ of use cases that are currently prohibitively expensive for which increased efficiency will immediately induce matching demand.
What exactly does it mean to invest 3.2B€ in Germany? Does it mean this is actually spend in Germany - as in for goods and services produced in Germany, or does it mean they order an astonishing amount of GPUs at Nvidia and put them into the Frankfurt region because that's just one of the most popular regions latency wise to serve Europe?