Comment by Akababa

It might be difficult to value because datacenters have high fixed costs and upfront investment and low marginal costs. If I spend 1B building a datacenter and 10M/month to run it (assume this varies negligibly with usage) and on average 25% of it goes to internal use and 70% to customer inference and 5% idle, should I charge 25% of it to internal use even though the marginal cost is lower because internal workflows are predictable and can be scheduled during off peak hours? With that being said I agree it's wrong to value it at the retail price (unless they are supply constrained) and this is probably for marketing purposes.