AI isn't taking American jobs. Foreign developer agencies utilizing AI and being paid a fraction of what American employees are being paid are taking American jobs.
Why do you assume that this is about outsourcing? So far, every international company I've worked for in the last decade has insourced dev, but moved it out of the USA, then laid off the American devs. That is not about outsourcing at all, it is about responding to cost discrepancies in the global market.
So when some company outsources its development it is always good news - it can be pretty easily crushed with in-house dev team from a competitor.