The whole thing is a motte and bailey game. The largest of cloud companies might build a data center which is 1GW. There won't be 4000 of those and it won't be next to your house. A huge number of commercial office buildings already have a 100kW data center in them, and have for decades, without anyone having any reason to know or care. For those 4000 is certainly an underestimate.
If all the talk is true that something approximating human intelligence can be scaled simply by building more datacenters, absolutely, it will be the most desired commodity in the world surpassing all others.
> If all the talk is true that something approximating human intelligence can be scaled simply by building more datacenters.
How can an "approximation of human intelligence" be "scaled by building more datacenters"? That doesn't even make sense. You don't need more datacenters to demonstrate that you have an "approximation of human intelligence", all you need is a lab and at most 1 (one) datacenter. Only after you've demonstrated you know how to deliver the goods, you can think about scaling, retail and marketing.
The demand for the current "approximation" is out there for all to see, it's nothing like the "most desired commodity in the world", in fact, it needs huge inflationary subsidies in order to sustain some sort of demand-for-show.
Precisely, if we expect AI/LLM progress to continue as it currently is, then data centers seem like a sure fire bet. They will just print money if AI reached that level.