I wonder if we might see more neuromorphic AI hardware (at competitive scale) soon in order to get away from the extreme energy requirements by (hopefully) packing more capability into fewer artificial neurons and/or a more efficient implementation of the neurons.
Every time I see another headline about the plans for giant AI datacenters I expect the next one to be about memristors or some new paradigm with a huge investment coming out of a lab and into a competitive chip. I think that every dollar that goes into a giant AI datacenter should be matched with trying to make new hardware paradigms for AI competitive.