It sounds more like the US IC treats HP like one of its own departments, and it would very much like to do the same with Juniper.
The idea that even allies will be using US networking equipment in a couple decades seems implausible. Everyone is well-aware that any boxes coming out of the US are as likely to be tapped as ones coming out of china.
The Snowden leaks showed 20 years ago that cisco routers were being sent to NSA for "aftermarket" modifications before being sent to clients. It's not news.
The Snowden leaks demonstrated Cisco wasn't a knowing participant — the equipment was covertly diverted and then modified. That's quite different than knowing collaboration.
The idea that even allies will be using US networking equipment in a couple decades seems implausible. Everyone is well-aware that any boxes coming out of the US are as likely to be tapped as ones coming out of china.