They have no “moat”
Pretty sure one of the goals with this BS is digging a moat by choking off competitors access to hardware. Shame that LLMs are actually getting smaller and faster for the same (dubious) effectiveness, e.g. Qwen 3.5. It pulls extra duty as a Ponzi scheme and potentially forcing most consumer compute into their datacentres (a much better, if more evil business plan than AI) for that sweet rentseeking continuing revenue.