I'm curious when this stops.

I have been thinking over the past week or so that we're likely to see consumer technology sitting well behind datacenter tech perpetually here, and this is not a transient shortage but an overall market adjustment to consumer and SMB being a few generations (or process nodes) behind the hyperscalers. Outside of gamers and enthusiasts, most people can be on anything from the last 7-8 years and be fine with it, and most of what they do is offloaded to the cloud anyway.

I'm also pessimistic enough to see a sort of long-term "compute control", where we see a few generations of technology leak to adversaries through individual channels, and then we start ensuring that _only_ controlled/regulated/registered companies can purchase the leading-edge. After all, nobody needs that much compute, it's dangerous! What if they put it on a drone?