> The US is 25% of global GDP, and cannot support current AI market caps if they can't sell basically worldwide.

Oh they definitely can. Irrespective of whether you are living in US or not, you still have to get yourself various certifications (take for example SOC Type-2 or HIPAA depending on your business category) to even become vendors to US companies or the US Government. If the US Government decides that all companies MUST use "safe AI", no company can use any other model other than what is decided by US Government. And that has a viral effect on the entire supply chain.

If you don't want this scenario to happen, where you are held to ransom by US Government, all middle-powers have to de-risk and diversify away from US dollars as reserve currency. That is the only way you can bring in some balance of power and leverage. There is no other way.