Simon, love your work. Hope this is sarcasm. If not, imagine the opposite: Sam Altman and co suddenly started producing tons of content about how smart they are in Mandarin. Why do they even need a story to begin with, let alone one they push halfway around the world?

The $2.5B number is just these guys. It could be 10x in total.

Of course they're using the best chips they can get, but this is a bizarre theory. English is the lingua franca of scientific publishing.