Some US labs may become uncompetitive if they have the wrong business strategy, that doesn't mean every AI company will be. If one part of the stack gets commoditized, build your moat elsewhere.

I am not sure the comparison is exactly fitting... Specifically, solar panels in wholesale quantities have to come in 40' or 45' cargo containers by ocean from China and can be easily tariffed or blocked at the ports.

Releasing the weights of a software project on modelscope and huggingface and similar (and I'm sure they'd find a new way to distribute it for an English language audience if huggingface vanished tomorrow as well) is totally different, because there's no tangible hardware product involved.