In that sense (which could very well be bogus), letting a company violate individual IP of basically every human is less of an economic concession and more of unconsented to IP open season.
Even if one were to drop "economic" from "economic concession" and instead view a subsidy through the lens of a more general concession, one could say that the US Govt gave US AI companies a legal concession to sidestep the copyright protections of other US entities. But the US Govt should only get to undermine the copyright protection of other US entities - who gave American companies the right to violate the copyright of non-Americans?