作者： Jakub Rusinowski · 最后更新： 2026年7月10日
Production AI inference is leaving the public cloud — public-cloud share fell from 56% to 41% in one year. The three forces driving enterprises to local LLMs: data sovereignty, token economics, and fine-tuning models on their own data.
Something changed in enterprise AI over the past eighteen months, and it happened without much noise. The question IT leaders ask stopped being "which AI vendor should we sign with?" and became "can we run this ourselves?" — asked not by hobbyists or research teams, but by procurement departments, compliance officers, and CFOs. The numbers say this is not a niche movement. In Broadcom's Private Cloud Outlook 2026 — a survey of 1,800 senior IT decision-makers at enterprises across eight countries — the share of organizations using public cloud as the primary environment for production AI infere…