About the only AI company currently alive that I'm sure will survive is CivitAI. Huggingface probably, too. Both are, in the end, in the datacenter business. Huggingface has exposure to VC BS in their client base, they might be in trouble if a significant number suddenly go belly-up but if they have any sense they'll simply not overextend. And, well, they, too, can switch to cat pictures.