If you ask around Magnificent 7, a lot of the talk rhymes with: "we're converting Opex into Capex", translated: "we're getting rid of people to invest in data centers (to hopefully be able to get rid of even more people over time).

There are tons of articles online about this, here's one:

https://finance.yahoo.com/news/amazon-bets-ai-spending-capex...

They're all doing it, Microsoft, Google, Oracle, xAI, etc. Those nuclear power plants they want to build, that's precisely to power all the extra data centers.

If anything, everyone hopes to outsource data validation (the modern equivalent to bricklayers under debt slavery).