> Already businesses that have more compute and access to data seem to eat the world around them.

Do they? Business valuations are more a reflection of what people believe will yield returns than a reflection of reality. A lot of big tech behemoths could disappear from the face of the Earth overnight and it would make little difference to our lives.

Natural resources and energy are the actual backbone and it is a true catastrophe when these are disrupted. In comparison, disruption to compute or data is just an inconvenience.