If they can keep up. Unfortunately, we learn from previous technology shifts that the masses will always favor ease of use (to the point of infinite scroll 5 second videos dopamine puddle, or echo chamber social networking in lieu of critical media consumption), which does not bode well for the market for alternative hardware: one which is already expensive.

I fear on-prem AI is likely to become as popular as on-prem servers without Cloudflare using self-hosted email are today: that is to say, people have heard of it but the skillset is almost popularly eviscerated, external policies make it progressively impractical, and anyone who does it is 'niche'. While basic guides will exist, obtaining top-level output will probably require many moons of concerted effort.

Basically: AI is SaaS for thinking.