Or, as former Intel CEO Pat Gelsinger put it in an X post on Monday, "Computing obeys the gas law." He added, "Making it dramatically cheaper will expand the market for it. The markets are getting it wrong, this will make Al much more broadly deployed."
That suggests Al leaders want more efficiency alongside more computing power. In that scenario, Al companies could use compute freed up from more efficient Al models elsewhere, theoretically helping them scale faster at a time when the industry had voiced concerns about a slowdown.