Hyperscalers need to justify their current GPU investments with pay2go and provisioned throughput LLM usage revenue. If models get more efficient too quickly and therefore GPUs less loaded by end users, short of a strong example of Jevon's paradox they might not reach their revenue targets for the next years.
They bought them at "you need a lot of these" prices, but now there is the possibility they are going to rent them at "I dont need this so much" rates.
They bought them at "you need a lot of these" prices, but now there is the possibility they are going to rent them at "I dont need this so much" rates.