all the enterprise clients which the two frontier companies rely on have the money to buy the hardware and run a frontier model themselves, it just becomes a nobrainer to buy your own hardware if you have 10-20b token output per week

Well... given that I have codex reporting 1b tokens consumed for my couple-days long session, I suspect 10-20b is not that hard to reach for a company of 10 devs. It would be interesting to know what is "rental fee" for a model like Astra or Sol 6.1, and how much hardware they actually need - not just gpu, but all of it?