That's why OpenAI hard pivoted from consumer tech into enterprise ?

The only AI that makes money is enterprise. Being open weights/self-hostable is a huge win before the pricing even enters the conversation, but pricing is also adding a ceiling on what US labs get to charge. And stuff like powering other software also works better with fine-tunes, hence legal models, etc.

European companies are more and more considering and planning to deploy Sovereign local models.

Currently the price sovereignty is still not outweighing the cost of US dependency. But big providers are already working on finding ways to ensure customers independence of the cloud act.