This is actually an issue I've been following for quite some time. The answer, at least as I see it, centers on China seeking the rapid commodification of LLMs and this is best achieved through open source and rabid, iterative competition. I've joked that Steve Case wants his AOL business model back when discussing American closed source models. Siloed and all seeking profit maximization. I've argued that with China going the open source route would be an existential threat to the American groups. so long as the Chinese models were able to perform. Well, they have performed and well beyond what anyone had expected. Today, it is all eyes on Hangzhou and Deepseek and the second and third order effects that will inevitably playout. Best recent example was Deepseek refusing to provide Nvida and AMD access to its upcoming model. Hope this helps and I'll be sure to provide more insight on the entire net-gen competitive battlefield.