Certain companies are buying up all the stock because it stops individuals from building their own AI capable rig and forces them and businesses into subscription models.
They are using copyright laws in the same way and lobbying so building new models legally costs millions of dollars and open sourcing stops being viable.
The biggest threat to the AI bubble is people running the same services out of their home with open source alternatives for a fraction of the price.
I'd give it less credence if it wasn't for Altman trying to buy the wafers themselves.
I think they panicked when China and Meta started releasing multi million models for free. Stifling hardware is the only way they can recoup their investments.