China is the world leader in renewable energy. This means they have significant competitive advantage for any productivity that utilizes electric power. They are also generally utilizing "AI" much more contextually then any of their competitors. There is miniscule belief in AGI within China compared with the capitalist AGI hype that continues to inflate the bubble.
There are many implications that come out of these differences, but the most important one in my perspective is that the CPC is not beholden to the interests of AI firms, unlike the entirety of the financial capital machine at this point.