> AI, for as revolutionary as it may be, is taking just as long to mature as anything in the past.

That's an interesting claim but it needs support. How are you comparing their maturity rate? AI is arguably maturing very fast.

Another argument in favor of the AI build out, usage of the data centers is not geographically bound like the other technologies considered. A datacenter in Cheyenne WY can be used by the entire continent. They are not even bound to AI usage.