That may be true, but there's a non zero chance that frontier AI becomes a controlled export, and that 'local' production becomes a prudent play.

Highly improbable given China is ready to pick up any slack.

	▲	alastairr 23 minutes ago \| parent [-]
		That's true now, but given the strategic importance of AI to nation states and the fractious relationship many have with China, I wouldn't expect the eagerness to use Chinese AI to continue indefinitely.