This isn't how it works. Hundreds of billions are spend on existing NVIDIA AI hardware that must first be recuperated. This kind of speculation doesn't make sense to me.
Of course, that does not mean there will not be significant advances in the future.
A substantial portion of this hardware is also being used for rapid model development rather than simply operating existing models and building a stable revenue stream. These companies are focused primarily on training and improving the models, not merely running them, which is significantly cheaper.
A substantial portion of this hardware is also being used for rapid model development rather than simply operating existing models and building a stable revenue stream. These companies are focused primarily on training and improving the models, not merely running them, which is significantly cheaper.