Many of the larger enterprises (retail, manufacture, insurance, etc) are consistently becoming cloud-only or have reduced their data center foot print massively over the last 10 years.

Do you think these enterprises will begin hosting their own models? I'm not convinced they'll join the capex race to build AI data centers. It would make more sense they just end up consuming existing services.

Then there are the smaller startups that just never had their own data center. Are those going to start self-hosting AI models? And all of the related requirements to allow say a few hundred employees to access a local service at once? network, HA, upgrades, etc. Say you have multiple offices in different countries also, and so on.