That makes the metaphor imperfect, but the data centers are being paid with circular money that isn't there, based on the assumption that AI will make obscene amounts of money to actually pay their bills when currently they're losing lots of investor money to subsidize the price, and they're already talking about transitioning to a usage based system, which might push some enterprises to use a FOSS alternative from China.
We're in a bubble, when it pops it's likely many data center projects will be abandoned before they're done.