It's a problem for the security, legal, and IT teams, but not that much for developers, unless they get really particular about their harness. On the other hand, these are the high dollar value accounts that providers want to keep; but if there's no reason to avoid switching, this market really will feel like a utility market (i.e. it'll be like switching ISPs or cell phone providers - annoying but fungible).
The AI companies want to differentiate and become something more than a commodity, even if it's as critical as a utility is.