Please let's not fool ourselves that AI businesses don't care about costs because they have a lot of money. They burn a lot of money, yes, but they are looking for profitability and they won't achieve it with a 200% tax on top of large energy bills and hardware expenses.
The timing can make a big difference though, as they might be happy to burn through money to get better adoption, especially if that pumps up their stock price. Also, if the executive making the decision is looking to jump ship, then they might not care about the long term impact.