[judge2020]

Main externality is that this will use 4gb and X megabytes/gigabytes of RAM on the billions of devices that use Chrome. If RAM and disk usage needs have gone up linearly in the past decade, this technically causes a momentary immediate jump in those needs, although people still probably would only adjust on their regular upgrade cadence, maybe slightly faster than normal.

*although this 4gb is probably very likely to go up even more, maybe 8, 16gb models - if the disk space is there, and the computer has the power to use bigger models, I don't see why Google wouldn't ship better more capable on-device models when possible (other than profit motive to push more non-local-ai requiring a Google One AI subscription).

*this idea works absent of the recent AI datacenter-based demand for NAND and DRAM. If anything consumers are avoiding buying NAND or DRAM right now due to the prices.