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I'm not sure Chinese labs are even going in the same direction as the AI projects in the US. They're working to see what they can do with a (more) reasonable amount of buildout, rather than building data centers from horizon to horizon.
Also, the Chinese are motivated by seeing what AI can do for a larger society. American AI systems are being refined automation and instruments of control, specifically military and national security interests.
Essentially, the US industry is trying to get AI to train a gun on the entire US population.
Oh they definitely aren't, there's an interview with Alibaba Cloud founder where he discusses the direction in China. Basically, the goal is to find useful niches for this tech early on, then iterate and improve. They're not chasing AGI or trying to make one model to rule them all. That said thoough, the capabilities of Chinese models in the same domains where American ones shine are very close as well. So, I do expect that Chinese models will catch up and start surpassing American ones on their own turf before long. I'm also expecting that the trend will shift towards running smaller and local models for most things because you just don't need a giant model to do most tasks.
I'm looking forward to when hardware gets cheap enough to try Qwen 3.8
I'm hoping Alibaba will start selling these things at rpi prices https://wccftech.com/alibabas-tsmc-built-5nm-risc-v-chip-xuantie-c950-now-runs-qwen-3-8-27b-model-natively-unlocking-massive-vertical-integration-tailwinds/