Still have limited wafers at the fabs. The chips going to datacenters could have been consumer stuff instead. Besides they (nVidia, Apple, AMD) are all fabricated at TSMC.
Local AI benefits from platforms with unified memory that can be expanded. Watch platforms based on AMD's Ryzen AI MAX 300 chip or whatever they call it take off. Frameworks you can config a machine with that chip to 128 GB RAM iirc. It's the main reason why I believe Apple's memory upgrades cost a ton so that it isn't a viable option financially for local AI applications.
You must not have heard the dis gamers use for this tech.
Fake frames.
I think they'd rather have more raster and ray tracing especially raster in competitive games.