It's the other way around.
There is a high likelihood that many countries of the "west" (the "global north"?) will outlaw, restrict, or otherwise control LLMs and the tools that enable them.
The US, however, is blessed with the first amendment which makes it extremely difficult to restrain speech in any form - including code.
It's not just the tariffs and imperialist/autocratic aspirations of the current President; it's also the fecklessness of the federal legislature and the revelation via social media that a large cohort of the public hold a negative-sum worldview and enthusiastically endorse bad faith dealing.
It’s going to be a different world, a world where many former allies are not gonna look to the United States first they can no longer afford to.
It has nothing to do with running open models, especially in hardware within Europe.