My guess is what it looks like is an enormous glut of HPC compute suddenly becoming available to science at virtually no cost at precisely the moment we’ve gutted the entire concept of science.
It’s also been harder than ever for scientists in the non-AI space to get more HPC compute with AI data centers causing pricing of components to skyrocket and constraining supply from manufacturers. So there will certainly be a boon in the HPC space one way or the other when the AI bubble pops if pricing and supply returns closer to pre-AI norms.
One hopes there’s simply enough scientists left to do something useful in the (very) brief window between the compute time cost dropping below the threshold of accessible and the ambient temperature rising above the threshold of thermodynamic ally feasible.