> Domestic China is the only very large audience for their own models

I don't think so. US models are very expensive, and not available in every country. I am not willing to pay $50/1M tokens for writing my pet projects.

There are also US based companies like Fireworks serving up the best open weight models with the compliances we need in US enterprise. Depending on the company, they may offer more/different jurisdictions, EU probably needs a Fireworks like company (haven't heard about one, maybe it already exists?)