If the pace of gains with AI levels out, which has been predicted, then the next target would be to lower the cost of power usage. All of the gains will have been paid for by the investors today, but all the benefits will be for the AI companies of the future.

So my prediction is that AI won't be profitable for a long time for the current batch of companies today, but will be extremely profitable for the new companies without the same debt and burdens and will come to birth in an era where AI computing is cheap to buy and run.