The pop culture perception of AI just being image and text generators is incorrect. AI is many things, they all need tons of RAM. Google is rolling out self-driving taxis in more and more cities for instance.
I feel like the question of how many computers are needed to steer a bunch of self-driving taxis probably has an answer, and I bet it's not anything even remotely close to what would justify a decade's worth of maximum investment in silicon for AI data centers, which is what we were talking about.