Why not?

I can understand that they might be cautious about sharing their data with a Chinese company.

But them being the most successful companies means that they can just buy their own hardware. And run whatever models they can get their hands on in there.

Even if those models are Chinese. They (the companies running them on their own hardware) would be in full control then.

I would happily bet that > 50% are already doing just that. Whether you'll be able to collect the data is another thing but they'd be fairly stupid if they haven't at least checked out what is available. It would be next to irresponsible not to do so and given that they're in the S&P 500 you would have to at least give them some credit.

I work in one of sp5 and I use chinese models :-D

Only because anthropic&co will price themselves just below the cap where people contemplated switching. In so, the Chinese models still set a sort of cap on the prices they can charge, even if not directly.

depends on the framing.

if the chinese models have this aura of inferior quality around them, then sure.

if they manage to frame it instead as open source, sovereign AI, the calculus changes.

For now, there’s definitely some resistance because people don’t understand models can’t phone home (only the servers they’re hosted on).

But I don’t think this will be the first time in history that money doesn’t win.