You underestimate how large the US market is.

AI was always going to be geo-politically fragmentary. As soon as we started talking about it like a utility it was clear that every country was going to be strongly limited to the resources it could develop and the infrastructure it could build out. The US and China will still be selling hardware, managing infrastructure and licensing models and yes the domestic market is massive.

you understimate how large the international market is, for example, half of google's revenue is generated from international markets.

Only *half of Google's revenue is generated outside of the US.

You just proved my point.