This came up on Stratechery recently. Shame on Stratechery for not asking any hard questions or digging deeper. There was some skepticism from Ben Thompson, but no actual ask for any sort of proof whatsoever. The interview came across like someone told them they had to interview this company (or applied lots of pressure to get their name out there). This MSN fluff piece does the same thing.

My theory is that they're carpet bombing the news and blogs with marketing pieces to get US Fed and more VC interest in this to secure financing. Note the strong nationalistic framing around building in the USA and it being an imperative of US place in the world.

> around building in the USA and it being an imperative of US place in the world

...and China bad (incl. military supremacy). I wonder how much more obvious it should be.