Not to mention that the datacenter needs have priced in AGI, which is a tech that they haven't even come up with. I'm sure most of the datacenters are scaled so they have phases in projects, but right now with LLM's the datacenter demand is sub 10% of what is already built out (just ask gemini). If this is true then the market will drop out.
At some point it will also be cheaper to use humans than AGI because the calories of a human brain running is like 180 calories/hr which is ~200W/hr and anywhere from ~20$ to 300$ to run per hour depending on the task. So if your AI is running multiples of 200W/hr for AGI then it's not going to be profitable.
A 1 hour video with AI is roughly 1000$, I'll bet that AGI would have to be more expensive than that by 10X multiples at least for token cost.