If you've really been tracking "AI", and not just listening to investor hype bait, this was easy to predict.
(I detailed it in the podcast clip I linked in the post I'm replying to here.)
There is NO business model for cloud AI that can account for the massive costs of running climate killing data centers.
"AI"s ONLY hope is to weasel into government contracts and siphon tax dollars directly.
Which OpenAI is doing now:
https://www.businessinsider.com/openai-first-customer-within-the-federal-government-2024-8