"Open weights make sovereignty possible without delivering it" is the crux. Most of that 56% still runs as an API call to someone else's endpoint, often in a jurisdiction the buyer doesn't control. The signal I'd watch in future editions is whether open-weight traffic starts moving from third-party hosts to endpoints inside the buyer's own boundary. That's when cost-driven switching turns into a sovereignty decision.
"Open weights make sovereignty possible without delivering it" is the crux. Most of that 56% still runs as an API call to someone else's endpoint, often in a jurisdiction the buyer doesn't control. The signal I'd watch in future editions is whether open-weight traffic starts moving from third-party hosts to endpoints inside the buyer's own boundary. That's when cost-driven switching turns into a sovereignty decision.
Agree.
It will be interesting to see how the trend unfolds over the next few months.