If Meta is selling their compute and Twitter is selling their compute and the stuff doesn't do anything you don't need an economics degree to figure out what's going to happen to the price of compute. In particular because 'compute' is a euphemism given that this is far from general purpose capacity, those are specialized chips that largely do one thing

All these companies are going to sit on their gazillion data centers once the mania dies down and will have a big problem about what to do with their mountain of hardware