But I'd be more concerned about computing staying open in general - not only as open source but at least open and accessible standards, interfaces, open to individual development, open to tinkering.
I see a concentrated push from almost all sides to lock down any platform, lock the hardware and build black box devices, lock the software under layers of attestation and certifications, all in the name of "security". I use the quotes because I don't believe security is the top concern, or even a concern at all, it's about taking the control away from users.
For now the open-computing world is still bustling and accessible but the intention to curtail this is there, with technical or legal measures.
Blitz-scaling LLM for fictional future revenue assumes competing technology will remain immutable. It is a false premise with dire consequences for the credulous.
China is already filling the vacuum within the flash/ddr/cpu/gpu market, and quality/speed will rapidly improve with domestic use. We are already seeing blank label storage clones emerging in international markets. =3