if we get to the stage where the AI hardware is a more of a commodity and usability becomes 10x simpler, then people may buy their own hardware and run local models.
Everybody owns a car, washer, TV, etc today. Maybe one could finance a server-box/trailer costing $20k, trade it in every 7 years for a newer model, etc. Many people are going to own a $20k Optimus.
The car, TV, washer, and whatever humanoid robot finds product market fit physically need to be in my house, or close to it, in order for them to be useful to me. Thanks to the Internet, the data center doesn't need to be, like at all. Economy of scale says that renting a slice of time on the most expensive GPU supercomputer out there is going to be faster and also probably cheaper since I'd only be getting a slice while the server is serving multiple users.