Some vendors will decide to sue the government. Others may decide that switching to another LLM supplier is cheaper and lower risk.
And I'm not sure your confidence in how the courts will rule is justified. Learning Resources Inc v Trump (the IEEPA tariffs case) proves the SCOTUS conservatives – or at least a large enough subset of them to join with the liberals to produce a majority – are willing sometimes to push back on Trump. Yet there are plenty of other cases in which they've let him have his way. Are you sure you know how they'll judge this case?
> Are you sure you know how they'll judge this case?
I'm not even sure it will get that far. There's a million different ways that this could go that mean it won't ever come before the supreme court. The designation isn't even in effect yet.
I do think if it goes into effect it will be eventually overturned (Supreme Court or otherwise) There just isn't a serious argument to make that they qualify as a supply chain risk and there is no precedent for it.