Well assuming it's successful, there will be a large number of companies who's value will be reassessed as the token cost to replicate and run the business.

Multi-million dollar companies will be reduced into multi thousand dollar companies.

The CEOs will be replaced with teenagers in garages with their parent's credit cards.

If it stalls, then China will undercut the whole AI market with cheap electricity and crash the US stock market.

So what exactly is the win scenario here?

I can’t help but notice the “if it stalls” still assumes AI is successful, only that China beats the US. What if AI in general can’t do any of the things you mention?