The point was never about exports or soft power - that was an HN spin and idealism.

They just want to monetize and scale out their hyperscalers and the associated shared services, which is what AI has become.

So it'll work to meet their needs - a decoupling of the US and the China ecosystems, along with reducing the risk that India, Vietnam, Korea, or another country tries to conduct distillation attempts on Chinese models as well.

Most ExChina organizational buyers were they to use a Chinese open-weight model would create very strict sandboxes (none of the VPC or monitoring fuck-ups that OAI and Anthropic made) and not use the Chinese cloud.