Compute was constrained. There is a lot happening, especially with chinese chips which currently points to a massive upcoming increase in non-US capacity.

ex: https://www.youtube.com/watch?v=8ekndZwyOzo

They are export controlled in most cases as well.

Also, the EU, Japan, SK, ASEAN, and India are not supportive of using Chinese tech after China export controlled rare earth exports last years [0].

Software supply chain regulations also make utilizing Chinese software risky for ExChina players and make using ExChina tech risky for Chinese players.

Expect to see RFCs now demanding visibility into what models are used and right of refusal - this is already the norm in F1000s. Similar ones are likely to arise in the EU as well with some of the upcoming industrial policy changes being proposed.

[0] - https://www.reuters.com/world/china/china-is-making-it-harde...