Like with nuclear technology, it's not healthy for only one country to dominate AI. The cat is already out of the bag and many countries now have the ability to train and run models. Silicon Valley has bootstrapped this space. But it should be noted that they are using AI talent from all over the world and it was sort of inevitable that this technology would get around. Lots of Chinese, Indian, Russian, and Europeans are involved.

As for what comes next, it's probably going to be a bit of a race for who can do the most useful and valuable things the cheapest. If OpenAI and Anthropic don't make it, the technology will survive them. If they do, they'll be competing on quality and cost.

As for state sponsorship, a lot of things are state sponsored. Including in the US. Silicon Valley has a rich history that is rooted in massive government funding programs. There's a great documentary out there the secret history of Silicon Valley on this. Not to mention all the "cheap" gas that is currently powering data centers of course comes on the back of a long history of public funding being channeled into the oil and gas industry.