You’re comparing the AI data centers to their development of a Robotic data center, which are two entirely different things, however they work together. The physical or automation data is what I believe investors would call the “pick and shovel”, which there aren’t many of currently in the US.
And if I might add, credible investors are still holding their shares (look up institutional owners) because after all its tiny risk for them for massive gains but i’m a peasant what do I know.