The US government exists to protect American capital and the interests of capital owners. I'm not sure why people are still confused by this.

This is about OpenAI, Anthropic and SpaceX. OpenAI, in particular, is a bet on there being a moat for AI and OpenAI "winning". Chinese models threaten this moat. The CCP has decided that it is in China's national security interests to not have Western companies "own" or "win" AI. These AI giants are large enough that the US government is going to intervene to try and protect this outcome. This is a losing battle.