They clearly aren't the best arbiters of judgement, so who gets to decide "sever consequences"?
I personally hope it happens as soon as possible. Intellectual property theft (without which those models don't exists) shouldn't be allowed.
Personally I disagree, as the models themselves do not contain any material which can be considered a copyright violation, the value of scraping the open web is easily apparent, the ability to prevent scraping wholesale - even given the legal framework to disallow it - seems dubious, and lastly because the collective potential harm caused by restricting just one or a few of the more arguably more ethical nations from this technology pathway is a known unknown, and possibly a very large one at that.