Yet it doesn't seem that ASICs will have any particular advantage over consumer hardware since AI is very memory heavy, which is (right now) expensive no matter how you package it. And the compute is just simple matrix multiplication, which is almost entirely what GPUs were meant to do anyway.
Except Taalas is much faster than GPUs, orders of magnitude so. They aren’t going to get 100x faster at inference any time soon!
Go back and correct your idea that consumer hardware made asics obsolete. Then we can figure out if asic or asic like devices for inference will have no advantage.