Google could make a bet like they did with YouTube.

At the time, operating YouTube was eye wateringly expensive and lost billions. But google could see where things were going: a triple trend of falling storage costs, falling bandwidth and transmission costs (I’m trying to dig up a link I read years ago about this but google search has gotten so shit that I can’t find it).

It was similar for Asic miners for Bitcoin. Given enough demand, specialised, lower cost hardware specially for LLMs will emerge.