For China, AI is infrastructure. For the US, it's another cash cow to be made scarce so that investors can milk it.
That's why China chases open-source AI and commoditizes it. It will improve the AI until it is used in all kinds of things, ranging from vehicles to factories, from medicine to housemaid robots. China will make the AI the commoditized infrastructure to build bigger things on it.
You can't do that while keeping AI as a scarce resource and charging a premium for it. Like how the US does to satisfy endless investor greed.