I don't think so, most of enterprise customers are US based companies. They will basically give Mythos to US citizens in R&D while others will use Opus. I hope this is not the actual intent.
And what does it mean for indirect access to the models, through say agents working off ticket systems.
The problem here is that the valuations of these AI companies was based on the fact that they'd keep improving models. A company that just serves the latest Opus isn't worth trillions.