Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC

As someone who actually approves $$ for tech vendors in an American company, I can tell you that no matter how cheaply China-based services become, they still aren't going to be seriously considered. Anthropic and OpenAI are based out of San Francisco. Legal jurisdiction to resolve contract disputes, breaches of confidentiality, etc. can be resolved in a fairly straightforward way between two American companies, especially when they are headquartered in the same court district.

Chinese companies exist inside of a legal safe harbor where they have less incentive to play by the rules, and a much lower risk of consequences for getting caught breaking them. The risk isn't worth the perceived savings.