Every revolutionary technology is built on extracting a resource very cheaply or the resource gets cheaper over time like rapidly cheap.

With British Industrialization we saw it with Coal giving us the Jevons Paradox

Likewise with Automobiles - Oil into petroleum products etc

Likewise with the internet - the more nodes that got added onto the network the cheaper it got to build more capacity - lay fiber lines, get more servers, build more personal PCs etc

A.I does not have the same properties - hell the reasonable people know this - hence they're tryna build A.I cheaply e.g Deepseek or use some hardware such as ASICS / FPGAs / TPUs whatever that can lower the cost of resource consumed -- i.e Electricity which unless we can build say something equivalent to the sun - costs are not gonna get any lower anytime soon.

Hence the noise of datacenter in space etc

So based on historical precedence - A.I will have no winners. I'm not saying it's not useful.