It's a gift to everyone if an actually open architecture is usable. But it's especially a gift to sanctioned regimes, because they can more easily use this arc

It's a gift to everyone if an actually open architecture is usable. But it's especially a gift to sanctioned regimes, because they can more easily use this architecture for home grown chips that become desirable when mainstream chips are embargoed or under threat of embargo. Yes, there's still fabrication, but China and Russia have some fabrication going, just not at the latest nodes. Starting from an open standard makes it a lot easier than if they have to clone an architecture/chip or make a whole ecosystem of architecture and software.