It's also the point (starting to emerge), where you need 1 billion dollars to go from grok4 to 5, vs you will stay with grok4 for X time for 1 million and sell another product for X millions.

This is not true.

Same already happens with GPUs... 2 years ago (even last year ones if you are a large buyer), GPUs are already operationally more expensive because the power they consume vs performance is already not there, plus datacenter costs add up to long-term solutions like those.

You can use the same GPU for multiple model generations. GPT5 and GPT5.1 are not the same model, not GPT 5.2 or codex models.

You can't fine-tune these cards.

To produce a codex model you would have to produce these cards again, to produce a new iterative fine-tune you need to produce these cards again.

And then you have already alternatives like Groq and Cerebras for fast inference without the drawback of these cards.

They are Dead on Arrival.

Models are not like Bitcoin ASIC where you optimize the process for one single thing. Each model requires a different process due to changes in parameter counts to changes in architecture.

This is like comparing apples to oranges.

Something being able to be done does not mean it is a viable process.