It is not clear that "model self-hosting in Fortune companies is DOA".
Among the chiefs of the Fortune companies there is no complete unity, as some think that they should receive some of the AI profits, instead of OpenAI and Anthropic.
Recently, both the CEO of Palantir and then the CEO of Microsoft have criticized quite harshly the business model of OpenAI and Anthropic, implying that it is bad both for society and for their corporate customers.
None of those two would come first in mind for altruistic behavior, so their criticisms must be based on business reasons.
For the CEO of Palantir, it is clear that the criticism was a sales pitch for a new Palantir product (Sovereign AI), which is a turn-key system including all hardware and software needed by a company to self-host AI model inference and also training or fine tuning.
It is less clear which is the motivation of Microsoft. If they do not like the business model of OpenAI and Anthropic, then this means that they also want to compete with them, but that cannot be the same as what Palantir proposes, i.e. self-hosting on premises. Perhaps Microsoft also wants to propose some kind of self-hosting, but instead of on premises, doing it on some kind of Azure instances.
So the Chinese are not the only "enemies" for OpenAI and Anthropic.
Oh yeah I've been seeing the nadella posts on twitter, which I presume are aimed at those reporting to him primarily. Agreed on them and palantir. But even if that is the case I believe the risk due the "soft regulations" I mentioned above and the lucrative customers being government or major government contractors would mean them using openai/anthropic models maybe on a separate on-prem deployment or existing government azure deployments. My statement as phrased was too strong I responded to a picture in my head of JPMC deploying open source models using their own tech team.