Keeping financiers of their IPO from understanding what they might be buying seems to swerve into fraud territory. Keeping their investors from knowing/understanding what the problems are also seems fraudulent.
I mean, sure, you think that and I know that many others do too.
It's Anthropic and OpenAI mainly competing for who gets used by the US government and possibly any US business that does any contracting work, while many others get banned. So basically, Fortune 500+.
There is also a non-zero possibility that the US Gov nationalizes the entire industry and then starts directly throwing Trillions USD into it in the name of "national security". Low % chance, but I can see it happening. Or at least the Fed Gov taking a controlling ownership stake.
It's also possible that the US Federal Government forces NVidia to outright prevent open models via: https://venturebeat.com/infrastructure/nvidias-openshell-con...