Well you have tariffs and bans on EVs as well so surely there will be bans and tariffs as well on AI products and chips but for people who really want the chips and models we know they can get it. I expect a market like it used to be for pirated content
I'm cautiously optimistic that anti-conpetitive action against hardware will fail. There's a lot of money willing to fight for cheaper inference. The same can't be said for providing consumers with cheaper cars.
I can't say I'm as optimistic about there continuing to be an open market for foreign LLMs.