Their investment in the company and their ability to use the services are orthogonal.
I'm sure they're not happy about losing access to the model, but the amount of money they're going to make from their investment will more than make up for it.
>> the amount of money they're going to make from their investment will more than make up for it
Not if the USG locks models down to US citizens. The market will be too small and the model companies have already pumped in far too much money to limit their market to US citizens. Given that most big companies have a global presence they're going to need models that all of their employees can use. They're not going to deploy different products to different employees.
Not if the company implodes...
The company having it's product market restricted will negatively impact their financial investment.
Also if you have an agreement with a company for them to provide you with a service, and investing in them is part of that deal, reneging on the service part still isn't okay.