> B. There might be an opportunity to reduce cost because we could recruit contractors in other countries instead of full-time US employees. (Which in turn is going to undermine labor's bargaining power in the US...)

The biggest drive for overseas recruitment will be ai. Extracting knowledge for western workers and transferring it to cheaper workers overseas will be the new manufacturing outsourcing. A workers without the high quality training the west provides will suddenly be able to compensate using tools trained against the knowledge produced by their western counterpart.