100% this is the direction all govts will go. This isn't specific to any political party, it's just about communications control. I don't think open source models will be directly capped, necessarily, but all commercial/easy-to-setup models will be heavily regulated.
The government could give those companies exemptions or give them time to LLM-wash that open-source code directly into their code so they have no dependencies.
Those companies will be thrilled because they got the benefit of open-source and now are throwing down the ladder.
open weight models - will be deemed too risky to be out in the open - since they can be abused by "bad actors" (unwashed masses)