The future will probably have most of all companies running local models, simply because the alternative would be essentially every company that uses LLMs ending up becoming completely dependent upon Anthropic et al. And that dependence would be milked to the point of absurdity once solidly established.
And as a more general point - more major competitors in a domain is very good for everybody except those competitors themselves, who would rather there be as few as possible.
Yeah I fully expect companies with lots of GPUs but not a good model like Microsoft and Amazon to just take these open weight models and make money, the GPU expense is the only moat at this point.
It’s classic commoditize your complement, nobody can replicate the cloud providers, everyone can replicate the models with open weights.
Is that different from how companies are reliant on cloud computing?
Yes. No law prevents you from provisioning and using your own hardware.
There absolutely are laws restricting what hardware you are allowed to use. e.g. https://www.fcc.gov/faqs-recent-updates-fcc-covered-list-reg...
This argument would make more sense if the cloud providers used these devices but you were not allowed to.
Those are routers - not general purpose computers.