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It's providing a service for millions of businesses of all scale, at a cost they are happy with, which pays AWS infrastructure off. AI data centres are very much not doing this.

Considering IBM only deals with large scale research and business services these days—which is why we don't know them as a home brand anymore—Im going with those guys being right.

All the hyperscalers together could potentially add about 100 gigawatts, he estimated, but that still requires $8 trillion in investment—and the profit needed to balance out that investment is immense.

“It’s my view that there’s no way you’re going to get a return on that, because $8 trillion of capex [capital expenditure] means you need roughly $800 billion of profit just to pay for the interest,” he said.