China will most probably win the AI race in the long run because of one major bottleneck the US has - energy. The electric energy and grid buildout in China has been massive since a long time and there is simply no way for the US to quickly catch up.
No matter how much cash you throw you can't just materialize a 100 nuclear reactors to power the data centers.
If you take a look at token share (at least on OpenRouter), they have already won. China-based models are 2x the token share of US-based models: <a href="https://x.com/PeterJ_Walker/status/2102185973367116025" rel="nofollow">https://x.com/PeterJ_Walker/status/2102185973367116025
margorczynski · · focus · HN ↗
No matter how much cash you throw you can't just materialize a 100 nuclear reactors to power the data centers.
NiekvdMaas · · focus · HN ↗
LUmBULtERA · · focus · HN ↗