Yeah, hence why I said that technically the license can be revoked. Enforcing that is another matter. Without going into the weeds, we need to rethink how to handle it. At minimum, we need to make sure that if the license is revoked not from breaking ToS, the Copyright/IP holder must refund the purchase too. The copyright/ip holder still has the right to their creation but the consumer is also protected via those refund. It is indeed not bulletproof but whether you like it or not, copyright/ip protection is needed to some extent.
No, I bet it is some AI firm. nVidia is currently milking most of them dry and I would not be surprised if it is either Microsoft or Meta