So which shovels companies are the ones to watch for burnt in silicon models ?

Imagine the price of a $9 million NVL72 dropped to about $100, used 4 orders of magnitude less power, was the size of ARM cpu, be bundled with pretty much any electronic device, and ran as fast a frontier AI is today.

That's about how disrupting DSPs were to the industries they arose out of (over a very long time frame).

How would that disrupt the industry?

$CBRS - Cerebras Systems

There is other in the space, Groq and Sambanova are both private companies attempting to develop their own technology.

Cerebras and AMD collabrated on some Helios system stuff.