The downhill slide of any eventual AI profitability has been on the cards for a while now. The reaction of the big "AI" corps has been to be "even bigger" by putting their foot on the gas, investing *even more* & thus accelerating downhill even faster!
If it happens this term, I believe US money will bail out the most govt-friendly (expect excessive grovelling) which will swallow the others but IMO the clever money is in China.