I think the difference besides the supply crunch there is that everyone connected gets the ~same internet, just faster or slower. Quantitative, not qualitative difference. On the other hand, a computer that can run Gemma 4 8B versus one that can run DeepSeek Flash are different enough experiences that I'd say they're effectively a difference in kind. It's been a bit since we had such serious stratification in outright capability in computing, rather than just how long it takes to get something done, or how many of something it can serve at once. In the early 90s, I think there were a lot more of those "this computer can do this thing, this one just can't" scenarios.

Closest competition I see right now are stacks of 2-4 connected DGX Sparks, similar lowish speed high mem, and about the same cost/gig.