I don't buy the central thesis of the article. We won't be in a supply crunch forever. However, I do believe that we're at an inflection point where DC hardware is diverging rapidly from consumer compute. Most consumers are using laptops and laptops are not keeping pace with where the frontier is in a singular compute node. Laptops are increasingly just clients for someone else's compute that you rent, or buy a time…
We live in world where we optimised for globalization. Industry in china, oil in middle east, etc...
This approach proved to be fragile on the hands of people with money and/or power enough to tilt the scale