Not quite, what I'm saying is, a single reference or source may not be comprehensive or accurate or reliable, so it's best to get a better idea by putting together multiple. We still won't know everything but we can guess much better.

> So who from "outside" throw money "into the system" ?? Certainly it not coming from selling inference.

But that's what some of the sources show, like the blogs from various VCs and payment processors (which report actual revenues exploring) along with multiple industry and government surveys (which show widespread increasing demand across the board.)

Now these are not enough to provide an estimate of how much money though, especially given the circular funding, which is where the Exponential View report helps with some numbers on the deduplicated revenue flowing through.

And note, these are independent (and often competing) parties, which makes it more unlikely they are all colluding. This is what I meant by having to piece together multiple sources of information.

> But making it artificially scarcity and cashing on it is not good heart doing and nowhere close to goodwill.

I would agree, but I don't see any signs of artificial scarcity? There is a ton of evidence that the scarcity is real, the main ones being the hyperscalers themselves who are putting triple digit billions of their money where their mouth is... that mouth being firmly attached to Nvidia's rear ;-)