Also, even if/when the AI bubble pops (whether it exists is irrelevant to my point), all the companies who have been hoarding the hardware can naturally progres

Also, even if/when the AI bubble pops (whether it exists is irrelevant to my point), all the companies who have been hoarding the hardware can naturally progress into selling this new "stream everything through a subscription" service, further delaying (possibly forever if it's successful) price normalization.