It literally does explain it.
Again, this makes no sense. That 62% share of W10 PCs are mostly PCs that don't meet the requirements (no TPM 2.0, unsupported CPU, or both). Whether they have updates turned off is completely irrelevant, because the W11 upgrade will never even be offered to them due to not meeting the requirements.
Enterprise is never keen on switching. This is not any different than any other version of Windows that came before. Enterprise wasn't keen on switching to W10 either, but that didn't stop it from becoming the most popular OS.
No matter how you slice it, the reality is that the only difference between W10 and W11 is the CPU/TPM requirement, and that is the only reason people aren't upgrading as quickly.
Yep, this is what we call a worthless anecdote. The small handful of people you personally know has zero statistical significance.
The reality is that OpenAI and Nvidia are among the most important companies on the planet today because everybody uses ChatGPT and similar tools. Nobody is "exhausted" of AI, the demand for it is still gigantic.