There will be winners and losers. And I don't think any of today's companies are necessarily going to be the AI leader 10 years from now.
Who will lose the most are the middle class with retirement investments that are mismanaged and put into these unstable toxic investments. And potentially bail outs for financial and chip companies when the market corrects disastrously.
Everything as a service has been the dream for the billionaire class for a long time. Creating a dependency for end-users (often called "consumers") is viewed as the path to stability and profit for a company. Having folks pay every month for health insurance, medication, vitamins, smartphone service, cable TV, internet access, streaming services, etc.