That's an outcome of the market strength of those companies though. A cloud provider located in the US could host only American and allied models and be a perfectly good candidate for the defense department to use.
The reason why OpenAI and Anthropic are going to get the business instead is because they are better than the open models.
> because they are better than the open models.
There is never "better". There is only "better cost/benefit for X". If you need frontier performance, then yes, a frontier model is required. If you are flagging forms for human validation, you might get away with a much simpler and less smart model.