Anthropic doesn't get to make that call though, if they tried the result would actually be:
8 AIs running on 8 machines each with 10 million GPUs
AND
2 million AIs running on 2 million machines, each with 10 GPU's
If every lab joined them, we can get to a distributed scenario, but it's a coordination problem where if you take a principled stance without actually forcing the coordination you end up in the worst of both worlds, not closer to the better one.