I think the implication of the top comment is that cloud providers are buying revenue. When we say that cloud provider revenue is "up due to AI", a large part of that growth may be their own money coming back to them through these investments. Nvidia has been doing the same thing, by loaning data centers money to buy their chips. Essentially these companies are loaning each other huge sums of money and representing the resulting income as revenue rather than loan repayments.

To be clear, it's not to say that AI itself is a scam, but that the finance departments are kind of misrepresenting the revenue on their balance sheets and that may be security fraud.