> Yes, one of those markets with infinite demand where supply has no impact on price. Those ones.

In economics, "demand" doesn't mean "I want this", it means paid, funded demand. 100s of millions of "free" LLM users aren't funded demand, they're subsidized. This leads to front-running and scalping the silicon market at an unreal scale, it also monopolizes access to silicon and compute. Nothing happens by chance here.