The US Economy is pretty vulnerable here. If it turns out that you, in fact, don't need a gazillion GPUs to build SOTA models it destroys a lot of perceived value. I wonder if this was a deliberate move by PRC or really our own fault in falling for the fallacy that more is always better.
Why do americans think china is like a hivemind controlled by an omnisicient Xi, making strategic moves to undermine them? Is it really that unlikely that a lab of genius engineers found a way to improve efficiency 10x?
Do you want an Internet without conspiracy theories?
Where have you been living for the last decades?
/s