I agree that in the short-term, NVidia stand to make more money as a destroyed datacenter prompts it’s owners to rebuild it. However, until the armed conflict stops, there might be a pause on datacenter construction in the region - why pay to (re)build a datacenter if it’s probably going to be blown up again? From my (admittedly limited) reading of history, most reconstruction only happens in the years following an armed conflict’s end.