It’s a constant tension in computing that has been around since mainframes and clients… Neither is going to disappear. My general feeling is normal people care more about how thin and light something is than their privacy, so if data center powered LLMs will have a strong future.

Hmm I'm not 100% sure about that, given that edge is very viable, and the geopolitical climate has changed quite significantly.

I agree that datacenters are not going to go away, but I have doubts that the buildup that has happened is really going to pay off for most operators.