Near-term acquihires are certainly a likely bet I think. But given model progress on related benchmarks like kernelbench [1], I do think a set of more commoditized solutions is also inevitable.
The caveat though is that each new gen of hardware often comes with brand new constraints/features that a given generation of models haven't seen before (e.g. tcgen05 in blackwell was OOD at one point). As the models start to generalize better, this might not be a showstopper, but still an issue at least currently.