Blackwell B100/B200 did kinda rain down, also the AMD MI300X and increased availability of H200.

There's also cheaper NVIDIA L40/L40S if you don't need FP64.

I'm hoping for the first one

There's option 3: current capacity is enough for our AI needs and so GPUs now the market is flooded.

I think AI is not gonna die even in its current stocastic parrot incarnation. It is a useful tool for some tasks and, albeit not transformative like some CEOs, I believe it's gonna stay.

At most I believe we will enter another AI winter until there's the next algorithmic breakthrough.

Current stochastic parrots do not have to be transformative, they have to appear smart enough for a critical mass of dumb enough people. And judging anecdotally from scanning social media - they already do. Even here, on HN, you find numerous comments of the shape: "${my favorite gpt} says this: <insert some gibberish>"