Technology
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A bigger deal is that they are open source.
China does have a "delete America" program, and I saw an announcement, not repeated in west, that they banned Intel, AMD, Nvidia for certain Chinese customers about 2 weeks ago. Nvidia still has a big interconnect, CUDA, and driver stability advantage in GPUs, but China is catching up on price/performance, and national security makes this an area of high investment. A Chinese Nvidia solution is to just host AI training in Thailand. Hosted costs for AI in China are 1/7th the cost of cheapest US option (Llama).
Extreme US climate terrorist energy corruption is going to limit US datacenter and affordable electricity for all. Mexico has an opportunity for electricity exports and datacenter hosting with access to Chinese energy.
expand on this please
Incoming Administration promises to protect oil and gas oligarchs by limiting renewables/batteries/EVs, including potentially destroying big 3 automakers with Canadian/Mexico tariffs. Harming Tesla competitors with loses on their NA investments in batteries and EVs, that includes tariffs on JPN ROK batteries. Coercion of EU colonies is likely to force their dependence on extortionist US oil and LNG imports if they want to keep US in NATO, for the privilege of buying extortionist US weapons. NATO CIA stooge leader is telling EU that they need to give up pensions, social security, and healthcare, and institute drafts, to get to 3% of GDP military spending targets. EU blaming immigrants from US sponsored destroyed lands, instead of their own US subjugation, is certain to be the political climate for abandoning sustainability and prosperity.
Coercing US consumers on NG electricity expansions, with increased LNG exports, together with datacenter expansions, is attempt at boosting NG prices, even when $2/mmbtu is not competitive with solar for new electricity. Utility oligarchs are certain to feed better at the trough if they support NG extortion agenda instead of renewables.
The main point is that in addition to cheaper energy, outside of US extortionist energy pricing, foreign datacenters also allow for global customers.