Depends when it happens. I'm sure they'll take up whatever capacity is available.

At the moment computer providers are charging more for outdated H100 capacity now than when the H100s were new. That capacity is going to the smaller labs, not the frontier labs.

That hardware has already been depreciated financially so even if all those small labs disappeared it's not sending computer providers bankrupt - they can just cut prices and so long as they can charge more than electricity and maintenance they'll just keep them running.