Except railroads, manufacturing plants, telecom fiber and those prior build-outs were for infrastructures that have useful lifetimes measured in decades.
Computing infrastrucuture that's even one decade old is essentially obsolete. Even desktop PCs are often life-cycled in 5 years, servers often the same.
If it takes AI a decade to find its way, most of today's investment won't be useful at that point.
Don't think of an H100. Think of the factories, the tooling, the datacenters and the power supply needed to light one up.