I'm expecting the drop for a couple of reasons.

For 1, AI datacenter builders have said that they have more equipment than they have places to put them. Leaving a ton of hardware shelved while you wait for datacenters to build out is bad business to say the least.

For 2, I think we are nearing saturation for the usefulness of AI. I certainly could be wrong, but I don't really foresee there to be a bunch of new exciting usages of AI that will ultimately justify the continued buildout.