>these companies, in the end, have little choice
They absolutely do have a choice, Anthropic and OpenAI could fight it in court. Iran showed Trump is a coward, he wouldn't risk tanking the only industry still keeping the stock market growing.
It’s all speculation but I think he would have no qualms about tanking the only industry keeping the stock market growing. But given Kushner’s OAI investments, Trump stands to benefit personally from not tanking the industry.
“Wouldn’t it be a shame if we export controlled all of your models and revoked the visas and green cards of all of your non US researchers. You should really reconsider challenging our orders in court. Also remember you have 16% public support and if the president endorsed it a national data center moratorium would pass with bipartisan majorities.”
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> Anthropic and OpenAI could fight it in court.
They did exactly that with supply chain risk designation, and look what it got them: the administration simply found another more effective way to punish them.