The US government might swoop in. Uncle Sam could provide a bailout on the grounds of national security if it starts to fall apart for the major players. The long play is governments investing right?

‘Together, raise and deploy a national start-up fund. With local as well as OpenAI capital, together we can seed healthy national AI ecosystems so the new infrastructure is creating new jobs, new companies, new revenue, and new communities for each country while also supporting existing public- and private-sector needs.’ https://openai.com/global-affairs/openai-for-countries/