Re: "It's been an Honor serving with you but you're our 'competitors' now"
It's not just the hardware. There's not much you can do (presently) if you're, say, a European country concerned about most international traffic routing through one of the Five Eyes where it will be mined not just for military but also economic intelligence.
It seems reasonable to expect that there will not only be more control over infrastructure equipment, but increasing control on peripheral connectivity between geopolitical blocks.