The government can strong arm enterprises in a million ways. If they just issue a vague executive order large public companies won't want to buy inference from these models without regulatory certainty. Anyone in regulated industries is going to be weary of regulatory retaliation.
I.e. for Google to build data centers they need the US gov to play ball, so if they were considering a service of hosting open source models on their TPUs they wouldn't do this. Another example is the merger between Paramount and Skydance where they paid out Trump to get the merger approved [1].
[1]. https://www.yahoo.com/news/paramount-settles-donald-trump-la...