> Even not being able to significantly update a model that is burned on a chip the performance gains are immense. You also don't need the latest chip fabs to make them drastically reducing the cost.

Yeeeees but the models are in some sense doubling in performance every 4 months, so I expect this to happen in serious quantities approximately when the economic bubble bursts and investors are no longer willing to pay for training.

(Based on widespread news reporting of the existing impact on US electricity markets, I expect this around the end of this year; but with regards to news reporting I am aware of the Gell-Mann amnesia effect, so if this is as much BS as the water issue turned out to be…)