> Google can offer Gemini for free because its TPUs are orders of magnitude more efficient than Nvidia stuff. Even free tier Gemini is really good considering it can integrate with a bunch of your stuff like google docs, and the lower last gen models have pretty generous usage limits

Good point, that could work. Buy this and you get so many years of Gemini for free and such. "Why pay Anthropic $200/month for Claude when you can buy this and get Gemini for free for a few years". OpenAI and Anthropic are not going to make their own devices most likely either to compete.