The costs are coming down fast because of the investment and would not happen independently of the investment. The same reason for Moore's law can be generalize

The costs are coming down fast because of the investment and would not happen independently of the investment. The same reason for Moore's law can be generalized as the learning/experience curve. You could make the argument that the demand for AI has a higher growth rate than the learning rate ex. if AI becomes 10x more cost efficient and results in demand growing 100x, you would also need to follow with an exponential growth in inference investment.