The endgame is one H100-class GPU per user, refreshed yearly
"Will demand for advanced AI chips (GPUs) be 1:1 for every person? We sit down with Greg Osuri to find out." (Block Fuel)
“Assume what the demand is going to be when we onboard 8 billion users, which is going to happen… imagine one H100 per user. And that gets outdated within a year. So then you have newer, bigger models that are more intelligent, that need bigger chips… I haven’t even touched the surface of the kind of demand that I see for H100.” — 00:05:58
Context: The episode’s titular 1:1 chips-per-person prediction (spans into the 00:06:41 block); he repeats it later: “we need a GPU H100 per human being on the planet” (00:26:00), arguing no single protocol can serve that alone.