Maybe I'm naive but I think it's a strong argument on why China won't catch up with the tech of LLM's and diffusion anytime soon. Half of their effort goes to censorship.
If you browse https://paperswithcode.com you'll find when you look at the highest performing models on a given dataset, you're as likely to see Nanjing, Shanghai or Tsinghua as you are to see Stanford, MIT or UCLA.
IMHO there's a good chance China already has the lead here.