> no more exciting than video cards

Um... That seems like a pretty high bar to me, actually. Are you forgetting about how much they've done to speed up the training of quite a lot of deep-learning models? And really the only competition is TPUs and other dedicated chips that, at the end of the day, are also just chips optimized for matrix operations. The graphics in state of the art video games? Were I fan of crypto, mining rigs? That's some pretty impactful tech right there.