You couldn't be more wrong. What's being sold are chunks of time with access to specialized hardware resources. Through which model or with which device is irrelevant; the one winning, and continuing to win for some time, is Nvidia, and that company is American. As long as they have the H100, B200, or B300, China won't be able to compete with the American strategy, no matter how many new models they release, because these types of cards require incredibly powerful hardware to run.