It's obvious to see why this is happening.

US AI is concentrated in a few super-large players with closed systems chasing AGI. Chinese AI is free to use by the world's developers for today's real world applications of AI. Chinese AI is even starting to become the default in the US among Silicon Valley start-ups.

Around the world, tens of thousands of businesses are going to want their own AI systems & they'll build that on top of open-source foundations.