I don't think so. From a nation state perspective, AI is a munition. Every advanced nation is going to have their own cyber division with their own AI hosted within its borders. Considering how xenophobic and belligerent the US is, nobody is going to want their national cyber defenses hosted in the US.

On a personal level, I simply do not trust the US anymore. I won't host any of my personal data in a US company. I don't want the US govt invading my personal privacy, and their corporations are constantly leaking and selling private data. I consider US to be rapidly approaching complete autocracy (on par with China) so US-hosted AI is a non-starter. And let's not forget local inference keeps getting more efficient, with higher context and TPS in the same amount of RAM. Within a year even small consumer machines will run local models good enough for basic coding, and in 3 years RAM prices will lower and everyone will be able to afford a decent rig.

Finally, open weight models are now good enough for daily work. They may never be as good as SOTA (SOTA will just keep increasing indefinitely), but that doesn't matter; my car may not be as fast as a Porsche but it still gets me to the grocery store and back. So I use non-US hosted model providers which provide open weights, which are both significantly cheaper than Anthropic/OpenAI, and actually allow me to use my subscriptions without a moat.

But yes, Anthropic/OpenAI are absolutely the new Oracle. They will win for US govt and Enterprise contracts. But that's far from the only users of AI.