The forklift analogy proves the opposite point.

There is no business model for competing companies to build forklifts that can lift an infinite amount.

That is not to say attempting to do so would not find new use cases for such powerful forklifts. The problem is the cost of building ever increasingly powerful forklifts while the TAM for that power shrinks.

You don't even have to bring in the enormous difference between forklift rusting theta vs gpu theta.