For enterprises, who tend to have specialized needs, there are some open questions. For example:

Does the current AI cloud companies need to build an on-premise/BYOC/VPN version of their offerings for larger enterprises? It seems like enterprises will optimize for (a) using their existing cloud marketplace credits which they already have budget for, to buy services (b) will be hesitant to round trip out from where their webapp / data is hosted (ie AWS, Azure, GCP) due to latency & performance and (c) will care about security, compliance (FedRAMP, HIPAA etc). The short term startup market for AI cloud may differ from long term enterprise needs.