The other point to make is that companies are starting to worry about the risks of externally hosted models.

This is at multiple levels if you have a remote API call as a key part of your workflow/software system.

1. Price risk - might be affordable today - but what about tomorrow?

2. Geopolitical risk - your access might be a victim of geopolitics ( seems much more likely that it used to be ).

3. Model stability/change management - you've got something working at the API get's 'upgraded' and your thing no longer works.

If you are running on open weight models - you are potentially fully in control - ( even if you pay somebody to host - you'd expected there to be multiple hosting options - with the ultimate fallback of being able to host yourself ).