Where the money is not coming from are consumers. There is no consumer market for AI that stands a chance of making these companies profitable.
It's a bubble. Just like the sub-prime mortgage loan debacle of 2008. It's going to burst. These companies are large enough that the government will declare them necessary, and will give a large portion of the taxes we pay to these companies to keep them afloat.
Ah yes, the government bailout, and the government will decide who pays the real price. And that will be me, and you and the rest of us that aren't rich.
These AI companies are aware of this, or they wouldn't take the gamble. So I would have to disagree and say that the government is and will be involved in how all of this plays out.