BIRD, the question no one is asking

BIRD is going to use their shoe expertise to become an ai datacenter play. Sure, makes sense. All they need to do is acquire a bunch of high end, supposedly sold out ai chips (compute), slap up a datacenter, power it and boom, they are in business. So, this entire ai mania is based on extreme shortages right? Like no one can get chips, everything is sold out, hbm has infinite demand, photonics have infinite demand, we are building a massive amount of datacenters globally to house all of these chips that are crazy backordered, because ai is awesome and will grow infinitely. Where the hell are they buying these chips from?? I thought they were all sold out? Unless… no. It can’t be. Are we overproducing chips while massively under producing datacenters (due to materials shortages and power constraints)?? Do we actually have a glut of ai chips sitting in storage, or datacenters with no power, just waiting to be fired up? But somehow we are also producing more compute than ever, and that will continue infinitely? Even though we have no where to deploy it? We will continue to produce way more than we can deploy, forever? Because ai chips never depreciate or become obsolete? I think BIRD just poked a huge hole in the ai euphoria trade. You want chips to start up a datacenter? No problem, we can have those to you in 24 hours, you just have to find somewhere to set them up and power them. What’s that? Half of all planned data centers for 2026 have been delayed or cancelled? Don’t worry bro, just slap them up in your garage. The grid can handle it. And even if it can’t, just buy the chips and sit on them! Tech never depreciates, especially ai chips that are being overproduced. Those only go up in value. BIRD to 50b market cap? What am I missing here about their plan?