Is there enormous value? AI is burning cash at an extraordinary rate on the promise that it will be an enormous value. But if it plateaus, then all the servers, GPUs, data centers, power and cooling and other infrastructure will have to be paid for out of revenue. Will customers be willing to pay the actual costs of running this stuff.

They've so far spent about what the world spent to build out almost all of the broadband internet, the fiber, cable, cellular, etc. If AI companies stop now, about 10 years after they got going, does their effort give us trillions of dollars being added to the economy each year from today forward, like we got for every year after the 10 years of internet build out between 1998 and 2008? I'm not seeing it. If they stop now, that's a trillion dollars in the dumper because no one can afford to operate the existing tech without a continual influx of investor cash that may never pay off.