My Humble AI Market Prediction
The overall capabilities will peak, and we all get highly efficient code forges in a box available in everyone's home. AI the is a generator, an advanced compiler, not a place for runtime. It's best used as a powerful hammer aimed at one thing until the structure is 'built', then we put the hammer away and enjoy the spoils.
These data centers are being built on the assumption that billions of people will constantly query heavy models all day long. There will be a massive overcapacity problem because no one will need them.
The Big players are not even trying to hide this. They will do everything they can to prevent it. This is why we see the safety and regulatory capture of new models. It's the exact turning point of when their entire model collapses.