You might both be. China is focused on adoption and distilling is a cost-effective way to get there right now. If the conditions change they might well decide that they have to start training their own frontier models.
That said, China cannot make its own 2nm chips even though they definitely would like to. So I guess there are limits to what they can do sometimes.
That said, China cannot make its own 2nm chips even though they definitely would like to. So I guess there are limits to what they can do sometimes.