They’re unclassified public cloud GPUs today, much the same as the massive industrial base of the United States was churning out harmless consumer widgets in 1939. Those widget makers happened to be reconfigurable into weapon makers, and so wartime production exploded from 2% to 40% of GDP in 5 years [1]. But the total industrial output of course didn’t expand by nearly that much.

I think it’s maybe plausible that private compute feels similar in the next do-or-die global war.

[1] https://eh.net/encyclopedia/the-american-economy-during-worl...