Comment by NathanaelRea

Companies want GW data centers, which are a new thing that will last decades, even if GPUs are consumable and have high failure rates. Also, depending on how far it takes us, it could upgrade the electric grid, make electricity cheaper.

And there will also be software infrastructure which could be durable. There will be improvements to software tooling and the ecosystem. We will have enormous pre-trained foundation models. These model weight artifacts could be copied for free, distilled, or fine tuned for a fraction of the cost.