China controls 90% of the top 10 AI video generation models (vs Google's single entry), with ByteDance, MiniMax, Alibaba, Kuaishou, and others rapidly shipping competing models. While OpenAI abandoned Sora and major US players deprioritized this market, Chinese companies seized the gap. Beyond cost reduction in ads and short-form video, the deeper strategic value is developing "World Models"—teaching AI to understand physics, causality, and real-world dynamics. This foundation enables AI to predict how objects move and interact, directly applicable to robotics. China's advantage in video synthesis now connects to its robust humanoid robotics sector, potentially leapfrogging chatbot-centric AI development.