Are the administration really going to risk messing with one of their leading AI companies while they are also terrified of China catching up or overtaking them in leading edge AI?
I wouldn't put it past them but I don't think it's a given either.
In my opinion they should because the US doesn’t have any GPU restrictions and VCs are hungry for disruption. The US also has the tech talent pool to throw at the problem unlike in manufacturing.
After breaking up Google, there will be a lot more moats to be had vs being stifled by the Google behemoth.