Given the likes of sama & co were asking for unfathomable levels of capital, chipmakers had backlogs, datacenter & power supply chain companies were getting bid

Given the likes of sama & co were asking for unfathomable levels of capital, chipmakers had backlogs, datacenter & power supply chain companies were getting bid to the moon, etc.. having a dramatic decrease in compute requirements might just bring things closer to a supply/demand balance. Where was Stargate gonna get $500B? How was Altman ever going to raise.. $7T? (~1/3 of the entire GDP of US) Does a 10x or even 40x decrease in compute cost just mean they can actually raise & spend the capital that their compute requires?