Oracle licenses 100% restrict reverse engineering it's product to build a competing once, which is probably the closest to what these AI giants are trying to restrict.
The ToS are not just about "reverse engineering" a competing model, they forbid using the service to develop competing systems at all.
Imagine if Oracle was adding a restrictions on what you are allowed to build with Java, that would be a more similar comparison IMO.
E.x. if you make a product that works on multiple databases, you can't show the performance difference between them.