The calculus is changing for non US, non Chinese users.

Hypothetically if the US continues to restrict their frontier models and adds a ban on Chinese/open models then it would to obliterate services like open router. American cloud companies would presumably be blocked from selling capacity to run banned models in this situation.

That causes a shortage of compute/gpu resources internationally and an oversupply of non-revenue generating hardware in the US.

If that happens then what percent of your salary is worth securing this compute worth? How much does the cost of a data centre chip change? It’s difficult to say.