I'm not sure there's any reason to expect a similar shift from LLMs. The hardware used for training doesn't dictate what hardware needs to be used for inference, and nobody's going to design an LLM architecture with an overt intention to make it better suited to GPUs and hard to target with ASICs.
And it seems more plausible to me that an ASIC architecture rather than GPUs would be able to best make use of something like wafer-bonded custom memory to approach the density of discrete DRAM while retaining the extremely high bandwidth that comes with arbitrarily wide interfaces and minimal PHYs.
So I'm extrapolating this same idea to LLM inference.
But it's only possible to make custom ASICs when you have a specific problem to solve. For newer crypto systems they can vary enough parameters that building a flexible enough ASIC to recoup the investment before the algorithm changes and makes your hardware useless.
For problems where the problem to solve remain in the problem space the ASIC can solve there is no point to use a thing else.