Hypothetically, would you rather have:

1. AI is not delayed, but the strongest AI, 10 years ahead of everyone else, is in the hands of a single very powerful corporation
2. All AI delayed by 10 years

I think it's got to be 1 in all these cases. Maybe it's cheating, but I have faith that hacks/leaks from monopolist orgs would trickle the good stuff to those who need it.

Even without that though, IRL 2 is going to be the same as 1, but on a lagging authoritarian timeline that don't think can be reasonably justified.