Doesn't this tale have two sides? The AI goldrush story will undoubtedly woo any data centre to switch from ASICs to GPUs when returns are attractive. They are businesses after all. But won't following the puck for higher returns eventually result in to over-saturation there when capacity is met?

Thinking about Altman's lack of a coherent response to questions on funding his expansive vision, or that microsoft ships services that few are willing to pay for it, I'm guessing there will be times when it's profitable to switch back.

The GPU's running LLM's might be having their moment. We'll see how long it lasts as the cost to consume comes down.