You are trying to pick a fight with a post that isn't making the point you assume it is. All that guy is saying is that there is a rush to build them, which is objectively true.
Whether or not the datacenters return on the investment is a different question.
There's a demand for data centers, but maybe not a demand for actual usages of the data centers. That's the distinction I think they were trying to make by pointing to existing data centers not even being used to full capacity in-house (and being rented out instead).