AI is energy intensive so being the lowest cost provider will likely hinge on energy costs.
Non-renewable, carbon based energy is more expensive and thus a competitive liability in the AI race.
In other words, China gets it, the USA doesn't.
https://www.energyprices.net/renewables/chinas-clean-energy-...
Interesting
You can see the effect in the air pollution monitoring, China has reversed course on this front.