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The only AI companies that will exist in 10 years will be those started by a large company that has other unrelated profit streams. Such as Microsoft, Google, Amazon etc. All others will fail. Some will be bought by the big players if they develop a unique technology. Otherwise they all go broke.
If I had to guess, there will be only two major AI/LLM companies in existence. The nature of LLM's discounts that small companies and organizations can scale one to be profitable.
Micron comes back to the consumer market, but has to rebrand due to the ire of consumers for them being assholes. Same with Western Digital, although they have not "technically" left the consumer market.
The next 5 years will be spent by people trying to find SOMETHING for AI to do. Some very high end uses in research, or academics will be found. However, those will cost massive amounts of money and only available to governments, large corporations and academic institutions. Consumers will be left with creating images, music and a few other parlor tricks, but there will be nothing of any true value offered. In the mean time AI images and videos will be used to exacerbate the societal/ cultural issues across the globe, until the population becomes so jaded and cynical that this media looses efficacy. By that time enormous damage will have been done.
Consumers will also be left paying for the electricity, water, and other resources that the remaining data centers will consume.
I'm currently looking heavily into installing solar on my home, with a battery backup just because of these stupid data centers. It's just a matter of time that these things start causing issues on the grid.