Though I think we gotta take models seriously and have safeguards around them, this is not about national security. This about frontier labs freaking out after all that DeepSeek and other non US labs are pulling off lately.
I work for a bank, and local models are banned. I have been waiting for Opus 5.5 to be enabled, and it’s still being evaluated. Things take their time, models are evaluated, and risk assessed. There is nothing new here. And I am pretty much certain such practices have been in place in critical US agencies since a while.
A blanket ban is nothing more than a desperate attempt to delay the inevitable.