While this is mainly correct, I find it hard to believe the deluge of hardware is going to help us much. The current ones are AI specialized hardware, and switching to consumer hardware requires switching production for consumer hardware after the fact that the bubble pops. Supply will slowly fill the delayed demand.
I'm sure there are those that have fatiqued from any pressure to change their opinions and tuned out of any negative news as something they don't trust. They are not even reading them. Kinda the same way I'm fatiqued about anything Trump related and just moving on.
Was it never truly over, or was there just a long period of a ceasefire? :D