The bottleneck for commoditization is hardware. The manufacture of the hardware required is led by tmsc and samsung being a close second. The tooling required for manufacture is centralized with ASML and several other smaller players like Zeiss and the design of the product centers around nvidia though there are players like AMD who are attempting to catch up.

It is a complex supply chain but each section of the chain is held by only a few companies. Hopefully this is enough competition to accelerate the development of computational technologies that can run and train these LLMs at home. I give it a decade or more.