Its here to stay, but we are in the "we dont know the best way to use it try everything" phase.

From my experience using it as a consumer, and writing custom agents; i think the way it will pan out is as specific tooling that unlocks things that weren reaaonable to do before. Key word here is tool. Its just a god damned tool.

We will still need to hire people, because something llms can never do is be held accountable. Someone needs to use the tool.

As far as the data centers, this is an overenthusastic bet that all compute will be rented. It wont. At best a few additional datacenters needed for hosted inference, not at the scale they are going for.