Interesting choice of words. The AI industry has vacuumed up the GPU, CPU, RAM and storage chips to build out their vision. Much of that inventory may be bordering on obsolete by the time the physical data centers, servers and networks that will use the chips reach a point of providing revenue generating service. Corporate America replaces servers and end user devices about every 3 years as operating systems evolve and need better hardware. Recall the obsolescence of hardware that could no longer run Windows 11. I suspect AI is going to run into the very same programmed obsolescence.
The next step in the internet and AI will be electro-optical circuitry. U.S. Developed polymers will start to be used and result in less heating, faster speed, lower cost, no need to use copper cables, can use fiber optic.