[deepnotderp]

New hardware could greatly reduce inference and training costs and solve that issue

[samtp]

That's extremely hopeful and also ignores the fact that new hardware will have incredibly high upfront costs.

[leptons]

Great, so they just have to spend another ~$10 billion on new hardware to save how many billion in training costs? I don't see a path to profitability here, unless they massively raise their prices to consumers, and nobody really needs AI that badly.