The financial aspect/discourse is for the proletariat who prefer to pretend politics and risk of military conflict do not exist.

They won't stop it because China won't stop. Politicians have to avoid any appearance of xenophobia though (and to be certain many are personally not xenophobic, just saying optics matter to them), so they talk about jobs and wealth inequality as euphemism for ground truth; we aren't secure putting all our eggs in the China basket.

Arguably screwed up there already letting chips and robotics flow offshore while we focused on increasingly useless education in developer syntax and semantics.

They will cool the AI investment well aware technology improves and we probably don't really need all our investment eggs in that one basket then