It would be utterly nonsensical for the US to take this deal. The easy alternative would be to subsidize GPU datacenter buildouts on favorable terms with nvidia/accelerator providers. OpenAI/Anthropic amd everyone else could then competitively bid on access.
I guarantee you that openai would leverage this deal to the gills and come back for more.
I guarantee you that openai would leverage this deal to the gills and come back for more.