You think the US can’t, on a whim, decide US companies can’t use Chinese models? They already showed exactly how they would do it - designate it a supply chain risk and say anyone using it can’t be a provider to the government.
How exactly is that going to be enforced? Anyway I am not actually talking about US based companies.
For non-US companies, the supply chain risk is probably higher with US models. The US government has already removed access to some models (Fable). IIRC that particular incident also affected US companies.