How big do they think the AI market is going to be? It is not going to compete with the consumer demand for very long. Chips last for years, so once AI chip is purchased it will be in use until the next generation GPU arrives. So yes the initial purchase may be predominantly expensive AI chips that will make AMD and Nvidia a boatload of cash. But that is a finite market, and TSMC make a lot of chips. Chips for industry have always be at the forefront of the cash cow that is GPU and CPU sales. Intel is also making an entrance for the low end.
I think I will be waiting a while. I have little interest in being gouged for no other reason than greed.
But AI begin to be a consumer product too. It's no more just bots to help tech support, but products used by people (search in Bing with the help of ChatGPT, CoPilote from GitHub to help developers write code and so on). With increased usage it'll need more GPU to calculate more answers. And I'm not sure which market is bigger.