With DeepSeek models running at significantly lower cost but with the fear that the Chinese government will have access to data processed via these models it’s likely that they won’t be used in the US at scale.
Then with the US government pushing allies aside (for now) the EU will likely start pressing on local models. I’m thinking as it gets cheaper to produce models more and more countries will have a local model leading to global application providers having to be flexible. Super interesting article on the issue.