US companies which seek to do any business with the government will be forbidden from using free Chinese models.
As is a 2000$ gaming laptop can a run a basic llm which is probably good enough for most basic programming.
Most companies are going to be forced to use “safe” LLMs and pay by the token. Maybe for half a million Anthro will let you host on site, but even this will face usage fees or caps.
So ultimately a huge penalty on companies that must use US AI, ceding a huge advantage to global-exUS competitors. Game over.