Not at all sure about that. They have really good compute, and DeepSeek V4 (with antirez's 2-bit expert layer quant) may be able to leverage that compute via parallel inference - the jury is still out on that. Now if you had said Strix Halo/Strix Point or perhaps the Intel close equivalents, that would've been a slightly stronger case.
This is what I'm really waiting for. It will enable models comparable to current SOTA at the enthusiast price range.