I stand by my previous assessment: The fiercest enemy of the AI giants is economics

https://www.404media.co/companies-are-throttling-employees-ai-use-because-its-too-expensive/

If the current pricing for AI remains, the AI giants will continue to loose money.

If they raise the prices for AI to a level that could allow profits, only very few will buy it.

Be aware: it is entirely possible to hit both pitfalls.

Remark: In order to turn a profit they not only have to pay the operational costs but also the write-off for previous investments.