Comment by locknitpicker

> but the number of small to medium sized companies which really want to run (some of) the AI usage under their control and are willing to drop some 100ks on it aren't that few

To this I'll add companies who don't mind paying for a non-US service provider to deliver the compute required to run local models.

Just like some users are happy to run GPT6 Luna, some users are happy to run gemma4 et al.