How about 3DTV? The way to "win" AI is to develop AI that actually works...not have the cheapest LLMs. AI will be "won" with algorithms and research, not raw compute. LLMs are limited in what they can do and I see no indication that will change. They are fancy autocomplete engines that are far more useful than one would expect given what they do, but far short of anything intelligent.
I use one daily, mandated by work. I can't remember the last time I prompted claude 4.5 to write something and it actually compiled, let alone ran without exception, let alone worked. Yet, listening to Huang, Altman, Zuckerberg, Benson, Nadella, Pichai, we should be firing all our junior engineers because their AI is so fucking good, you don't need them any more.
There's a MASSIVE gap between what AI vendors promise and what anyone can actually demonstrate. And we'll know when AI is intelligent because it will actually write code, not just promise to do it someday. IF...you had AI that could write working code from a prompt, you would generate unimaginable wealth...custom video games, custom ETL/data-processing code, services to rewrite legacy COBOL/Python apps to Rust, Java, or whatever the fashionable language....fucking Assembly for all I care. How about custom cartoons?...custom porn? (that look as good as the items they want to replace...not janky stuff with extra fingers or glitchy movements). I've seen interesting demos, but nothing beyond that.
It's been nearly 4 years...all we hear is promises and "someday." 4 years is an eternity in software, especially with so many trillions poured into these. All we have are tools, not solutions. Tools that are still "use at your own risk." Tools that "might" someday replace humans...that "might" actually save more time than they cost to use them. Tools that "may" make you more productive.
They're definitely fun to play with, but I I would personally pay more attention to researchers, not a country blindly imitating us. AI will be one by developing new algorithms, not brute forcing existing ones with subsidized power.