Bifurcation is coming.
SOTA (State-of-the-Art) models will collaborate / use the best hardware, i.e. latest GPU from Nvidia, HBM from SK Hynix, etc.
SOTA model war is between OpenAI and Anthropics, plus Google.
Meanwhile, Microsfot and Meta will be another group.
This group will prioritize TCO (Total Cost of Ownership) and use another group of hardware suppliers, like those offered by Qualcomm, announced in Qualcomm Investor Day.