Broad estimates I'm seeing on the cost of a 1GW AI datacenter are $30-60B. So by your own revenue projection, you could see why people are thinking it looks like a pretty good investment.

Note that if we're including GPU prices in the top-line capex, the margin on that $70-150B is very healthy. From above, at 0.4J/T, I'm getting 9MT/kWh, or about $0.01/MT in electricity cost at $0.1/kWh. So if you can sell those MT for $1-5, you're printing money.