That’s copium, as the kids say nowadays. The massive planetary investment is a 100% for AI chats. All those other things are taking the crumbs where they can.
I think most smart people are looking seriously at different models to try and improve the accuracy of any existing ML uses they had in their business but the new features built post-ChatGPT tend to often just be fancied up chats.
That's happening of course, but that's not really the whole picture. Any org that already invests in R&D is likely considering or already implementing modern AI tech into their existing infrastructure. A big oil or pharmaceutical or materials company likely doesn't care much about chat bots, or any customer-facing tech for that matter.