I think GPUs will be hot shit for AI...until they are not anymore, just like it was for cryptos, when ASICs took over.
But indeed, a lot of people will jump to game streaming - it's been in the works for quite a while now, but GeForce NOW is actually that good to finally give viable option of cloud PC to owning actual hardware.
Of course, there is always that thing where there is opening for smaller players to jump in, be it Intel and their discrete GPUs, be it some Chinese GPUs that are developed, or maybe some of the major mobile players, like Qualcomm, entering that market.
Personally, I think this will pass and GPU market will get back on track...well, at least until stable low latency internet connections are widespread in all major markets, when streaming will become to dominate.
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