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I do consulting for multiple GPU hosting companies. DeepSeek means more things can be done with less and the demand for access to GPU has only increased.

The analysts, analysts who do not code, analysts who don't run GPU clouds, are wrong.

The anals are wrong.

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This is my intuition as well. DeepSeek and the proliferation of local LLMs have showed us just how much can be done with relatively light hardware. It finally has me wanting to build a rig for local use when before I felt like the technology wasn't quite there for me to do anything too useful with some consumer hardware. This changed over night. I imagine there are many folks like me.

There's also lot you can do with not-brand-new server hardware that doesn't cost that much. The hard part is a location to put it where the noise is not bothersome. Though many who are "upper middle class" or on low-cost private land can manage to make this happen. I have seen people that don't have a lot of money, rather young people, do a lot on private land. Small dedicated server buildings are a thing.

Or, we just end up in a Kowloon Walled City cyberpunk hellscape with water cooling pipes and fans running though all our environment.

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