If everyone is using AI the ROI could just keeping up with everyone else. If anything Intelligence is now becoming a tax or the cost to use the toll road.

ROI in the space is not complicated, their revenue is already insane. You just drive down costs with fixed capex (GPUs), that will continue to pay out over 5-10 years. These are growing pains, they need to make it past the GPU scarcity/ramp up phase.