Honestly the bottom down-voted comment has it right. What AI application is actually driving demand here? What can't be accomplished now (or with reasonable expenditures) that can be accomplished by this one CPU that will be released in 2 yrs? What AI applications will need this 2 yrs from now that don't need it now?

I understand the here-and-now AI applications. But this is smelling more like Big AI Hype than Big AI need.