[CuriouslyC]

The Chinese labs incentives is to run inference for the world, because inference can run on the homegrown Chinese chips (giving them a guaranteed market for their hardware) and they have cheap plentiful power.

The US frontier labs have an incentive to do deals with large firms to act like a contract research organization, taking royalties on creations/discoveries. Alex Karp called this out in his rant ("Why charge for tokens, take a %") and he's basically right about this.

[jononor]

Yeah China has a huge (and growing) advantage in power generation. And they have been looking to break into high-end chip manufacturing. The latter has high cost of entry and needs large scale to become viable. AI inference on own hardware would allow them to bootstrap the chip demand. Both for memory and accelerators.

[yogthos]

I expect that US companies will ultimately angle for long term government contracts similarly to companies like Raytheon. There's basically unlimited money available, and they don't have to worry about competition from China here.