I think we're in the snapdragon age of AI for the next little bit, if you were around for early smartphones.

Each company would either rush to get a phone out with the new snapdragon chip, or take their time to polish a release and have a better phone late cycle. But the real improvements we're just the chip.

Nvidia chips/larger data centers are the chips. the models are the plethora of android phones each generation.

That kept going until progress stabilized. Then the best user experience & vertical integration won over chasing chip performance (apple).