> Where are you getting "supply kept artificially low"

If a resource is controlled by a small group of coordinated folks (for example, large US controlled corporations who have/are these datacenters), the resource may be limited artificially because access to these resources are controlled by said corporations.

Exploding datacenters and AI companies yes, but true competition probably not. Most AI companies are using the datacenters from said corporations, if those corporations decide that compute costs one cent more, then all AI providers will become more expensive.

What we should learn from OPEC and oil is that not resource amounts that define the price, it is access to the resource that defines the price.