thank you! :) yes that’s right, and i totally agree haha! that’s why i think the role of power firms cannot be understated, since they went from having to invest in more (economically) expensive green solutions to having all the supply of cheap energy needed to support AI.
of course, it should be mentioned that all these firms generally have the same shareholders (in financial firms), so they are not just operating out of self-interest but also because the economy is more centrally planned than we usually conceive.