I wouldn't risk it. The AI market is full of SpaceX like companies, massively overvalued despite literally never making a profit and having no coherent business plan beyond crossing their fingers and hoping they create AGI.

It takes 5 or 6 years minimum to step up a fab, the AI market is so unstable it could be gone by next week. If you want to cash in on this particular gold rush you need to already own the pickaxes.