[manquer]

> how many winners ... duopoly

There aren't any insurmountable large moats, plenty of open weight models that perform close enough.

> CO₂ emissions

Different industry that could also benefit from more competition ? Clean(er) energy is not even more expensive than dirty sources on pure $/kWh, we still do need dirty sources for workloads like base demand, peakers etc that the cheap clean sources cannot service today.