i think when those mythical nvl72 sitting in warehouses turn on and there is no more demand, the prices on hardware/wafers will probably crash, which is something jensen knows and cautiously advocates using local llm if you really want to protect your predatory corporation privacy, to get another market. is there really a demand for 10x llm usage, 100 bucks per each american a month, 360 billion per year? i very much doubt it, government can spin this a little bit further, but not forever.