Of course those currently investing other people's money into AI infrastructure cannot say that part out loud just yet, but there may be no intention to make AI investments "profitable" in the classical sense. If you are convinced that AI will perform thinking better and cheaper than humans, and Robots will perform physical work better and cheaper than humans, then trying to collect money from "customers" becomes obsolete at some point. As soon as the army of robots can produce what their owners need, including more robots, there is no reason to pay back any original investors, or to try to become "profitable".
We have already seen how normal "consumers" have become irrelevant as customers, we have seen how "retail brokerage" customers have become irrelevant as "investors", and the next stage has already begun, where the world economy is shaped to address the needs of AI/robots, not the needs of puny humans.