> the latter because of internal censorship

Having limited amounts of high quality Chinese data to train on doesn’t really decrease or affect the appeal of these models to the rest of the world. I don’t think the CCP is restricting or limiting the datasets that models can be trained on.

Also the models themselves don’t even seem to be censored or restricted that much. If the Chinese government is fine with the guardrails being on the API level and maybe even restricts the usage of external providers that’s again a net benefit to everyone else since they would have little incentives to force Chinese companies to lobotomize their models.

You are probably about capacity so we can only hope that Huawei and others can catch up and break Nvidia’s monopoly (since Intel and AMD suck too much too much to accomplish anything useful that’s the next best thing)

Also Chinese labs are actually still publishing research publicly which alone would accelerate and increase the competitiveness of open AI models developed in the US or even Europe.