There are tens of thousands of defense contractors that not only work with export-controlled stuff, but even top-secret and other higher levels.

Getting just a secret clearance takes up to a year, and expecting to do this for all employees, in this AI market? Not going to happen, things move way too fast.

People complain about the US approach, but almost every high end manufacturing is being export controlled, from ASML machines to high end optic used in missiles.