They need to train a new model every month to keep at the top of most benchmarks. They don't own any DC, the price is insane. Most of people are aiming at smaller models because Claude one's are too expansive. Evolution of intelligence of bigger models start to stagnate, smaller models are catching up.

27B local model just dropped, it's 6/8-month old SOTA. General ROI of AI investment is expected on a baseline of >10y.