Even if the US does ban it, Europe due to its lack of European competitors, has no current similar protectionist incentives. Even if there is regulatory capture in the US, the rest of the world isn't going to follow suit until the current market leaders outright are replaced with other competitors that Europe would want to favor. The genie is out of the bottle in the West already.
Theres a pretty big chance imho that europe will follow suit , or at least the segmenets that are fully aligned with the US on all things china even to their own detriment. Remeber rip and replace Huawei 5G because of national security , leading to some parts of europe having worse coverage than some tiny african markets. Best bet would be for europe to look at it like what it is an open source commodity that is useful to build on rather than a moat to extract rents with.
well, the EU just brought down the regulatory hammer which complicates things a bit. we will have to see if it operates as a proxy ban on open models depending on how they go about enforcing all the safety, bias, transparency and data provenance requirements.
>Europe due to its lack of European competitors, has no current similar protectionist incentives [...] The genie is out of the bottle in the West already.
I agree, but you are underestimating EU regulatory incompetence
> lack of European competitors
There's Mistral. Although they've been surprisingly quiet for the last 6 months.