No new unicorns, no new kernel designs, no need for new engineered software that often. With the industry in stasis, the industry is finally able to be regulated to the same degree as plumbing, haircutting, or other licensed fields. An industry no longer any more exceptional than any other. The gold rush is over, the boring process of subjecting it to the will of the people and politicians begins.
I think we're also getting to the limits, across the board, soon. Consider AWS S3, infrastructure for society. 2021 - 100 trillion objects. 2025 - 350 trillion objects. Objects that need new hard drives every 3-5 years to store, replenished on a constant cycle. How soon until we reach the point even a minor prolonged disruption to hard drives, or GPUs, or DRAM, forces hard choices?