And when you say "killer app", does that include literal killer apps too?
Imagine 2 opponents like Ukraine and Russia. One has 20k drones, and the other 200k drones, both powered by AI. But the one wiht 20k drones not only has better AI, but after each battle action is able to analyze the data and retrain its AI using 100000 NVidia H100's, and with each battle its AI becomes more and more advanced compared to the enemy's AI. That's a case where the superior software more than makes up for the lower quantity of hardware. In other words that AI is worth gold.