Illustration: Sarah Grillo/AxiosDavos consensus last week was that the U.S. had a giant lead in the AI race, with the only real question being if there would be enough general contractors to build all of the needed data centers.Ummm ... maybe not.Driving the news: China's DeepSeek appears to have built AI models that rival OpenAI, while allegedly using much less money, chips, and energy.It's an open-source project hatched by a hedge fund, which at least for now seems aimed at developers instead ...