I asked Samsung and HTC, the two other Android phone manufacturers in the US, whether they were working on Android 2.0 phones. Samsung wouldn't say, but HTC confirmed that they've had Android 2.0 in-house for a while and are working with it for future phones.
This is important because Android's status as an open OS relies on Google not playing favorites. The HTC G1, Android's proof of concept, was a special case; now, Android's strength is in part that it doesn't play favorites. If carriers and manufacturers start making exclusive deals for Android releases, that will reduce the OS's broad appeal.