Enterprise AI spending patterns shift as Claude hits $30B ARR while doubling large clients, signaling market maturation beyond consumer chatbots. France's sovereignty mandate requiring European AI creates new competitive dynamics - Mistral gains government contracts while non-EU providers lose public sector access. Financing continues at unprecedented scale with ChatGPT's $122B round.

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https://www.implicator.ai/llm-meter-week-of-apr-12/