[friendzis]

Compute power per square meter and per watt are only one half of the DC efficiency story.

The product is still software. If you double the flops, but software is only half efficient in the end you move nowhere. You need performant compilers to go along chip/architecture. You also need user software. A "performant" CPU that does not run upstream versions of postgres/python/java/nginx/whatever is mostly useless for a DC.

A chip design/architecture being a commodity is a good way to have user software and compiler tuning going.