Depends entirely on how competitive / adversarial the market segment is. And there are wild nonlinearities, just as you care a lot whether or not something fits in an 8-way set associative L1d but once you're too big or bank conflicted to make it the cost model drops sharply until you're about to spill the L2.

The hackers doing the drone software in Ukraine will go to enormous lengths to get something onto Jetson Orin, but once it needs Thor? New cost model.

I think what the parent might be asking is whether the cost of DRAM will be passed along to the most powerless actor in the system, and that depends on whether it's a real competition (war, HFT) or a pillow fight between frenemies (consumer Internet, too big to fail AI lab).

Us liberals have this quaint idea that good referees make capitalism an adversarial contest instead of a rolodex contest, but that idea is out of fashion at the moment.