This looks more like an attempt of gaining scarce electricity.
If a country/state has to choice of giving power to data center A or B, it makes sense for Satya to make statements about how only Microsoft provides the most AI value
Well, even though electricity is a commodity it still needs to be bought. My point is that people funding this will run out of patience paying for the electricity long before the public/regulators will need to step in a decided how much of it you can buy.
I guess you could always just use a fraction of the billions in investments and whip up a few new power plants. [1]
If a country/state has to choice of giving power to data center A or B, it makes sense for Satya to make statements about how only Microsoft provides the most AI value