Causal World Models in Production: Are SOE Tests a Demand Signal or Political Procurement?

I noticed an interesting detail: 35 large central state-owned enterprises conducted real-world tests. This number sits right between "enough to prove demand exists" and "not enough to indicate market maturity." Having spent a long time in the Web3 circle, I instinctively question any news about "X institutions joining forces": Who pays? Who provides the data? Who bears the risk?