If you get fined millions of dollars (for copyright, of course) if you're found to have anything resembling DeepSeek on your machine - no company in the US is going to run it.
The personal market is going to be much smaller than the enterprise market.
That would give an advantage to foreign companies. The EU tried that and while that doesn't destroy your tech dominance overnight, it gradually chips from it.
The artificial token commodity can now be functionally replicated on a per location basis on $40k in hardware (far lower cost than nvidia hardware.)
Copyright licensing is just a detail corporations are well experienced dealing with in a commercial setting, and note some gov organizations are already exempt from copyright laws. However, people likely just won't host in countries with silly policies.
Salt was used to pay salaries at one time too, and ML/"AI" business models projecting information asymmetry are now paradoxical as a business goal.
Note: Data centers often naturally colocate with cold-climates, low-cost energy generation facilities, and fiber optic distance to major backbones/hubs.
At a certain scale, Energy cost is more important than location and hardware. The US just broke its own horses leg with tariffs before the race. Not bullish on the US domestic tech firms these days, and sympathize with the good folks at AMCHAM that will ultimately be left to clean up the mess eventually.
If businesses have opportunity to cut their operational variable costs >25%, than one can be fairly certain these facilities won't be located on US soil.
>If businesses have opportunity to cut their operational variable costs >25%, than one can be fairly certain these facilities won't be located on US soil.
Is there opportunity? Lower risks and energy prices may well outweigh the cost of tariffs. It is not like any other horse in the race has perfectly healthy legs.
Depends on the posture, as higher profit businesses may invest more into maintaining market dominance. However, the assumption technology is a zero-sum economic game was dangerously foolish, and attempting to cheat the global free market is ultimately futile.
Deepseek already proved regulation will not be effective at maintaining a market lead. =3