Its more profitable because the demand is higher and the supply us limited. If the demand from consumers was higher they would drop the ai companies. Also openai made a deal with 2 of the 3 majour suppliers without telling each other in what is theorised to be a move simply to prevent competition from acquiring the hardware. It is just supply demand just at the level of entire sectors of the market instead of as a per unit thing.
Its more profitable because the demand is higher and the supply us limited. If the demand from consumers was higher they would drop the ai companies. Also openai made a deal with 2 of the 3 majour suppliers without telling each other in what is theorised to be a move simply to prevent competition from acquiring the hardware. It is just supply demand just at the level of entire sectors of the market instead of as a per unit thing.