Economics will be decisive force. Paying 1000USD a month for AI or buying server for 10kUSD, loading there Chinese AI model which can do 90% of what SOTA models can? Looks like a no brainer.

Man if China can catch up on the hardware front we could be seeing the 'TikTok' story repeat there. (They provide a better product>US govt panics> bans the US from the good stuff)