If energy is indeed the limiting factor here, then maybe the companies building space-based compute (in which energy scales linearly) will remain after the wildfire. The key is for them to build before the money runs out--I'm not sure they will have enough time.
That is a very optimistic scaling assumption - and would almost certainly require substantial in space infrastructure (large scale lunar and asteroid mining and refining, lunar mass drivers, at least solid core nuclear drives) before you can even thin building all the necessary radiators and structural mass.
Mid-Century at least optimistically. All of this will play out before then, but broadly, those who can code the machines will survive and thrive as they always do. Except for the older ones, it will be yet another excuse to jettison all that experience and talent because of the gray hair that makes them creatively dead from the neck up according to youthful disruptive beach loving Vinod Khosla.