This is exactly what could imped LLM training dataset in the western world, which will mechanically lead to "richer" LLM training dataset in countries where some PI is not walling that data for training.

But then, the countries with the freedom to add everything to the training dataset will have to distribute for free the weights in PI walled countries (because they would be plain 'illegal' and will be "blocked" over there, unless free as in free beer I guess), basically only what deepseek could work.

If powerfull LLM hardware becomes somewhat affordable (look at nvidia omega push on LLM specific hardware), "local" companies may run at reasonable speed those 'foreign trained LLM models', but "here".