Ukraine

Aside from any small economic benefit provided -- my assumption is that there are no restrictions on how Ukraine uses said drones.

The US may not be onboard with US weapons being used, but may be fine with funding production of Ukrainian weapons that strike in Russia. Thus, this may have larger impact than just where production happens.

Ukraine is obviously capable, given recent successful long-range strikes, of producing long-range strike hardware that Russia hasn't been able to stop sufficiently to prevent attacks from getting through.

I don't know if there are any specific constraints on what types of drones these are being used to produce. But if not, I suppose that it may have strategic impact.