Maybe it's just a line item to them, but it's pretty relevant to anyone operating with a less-than-gargantuan budget. If a superior/affordable chip is widely available, OpenAI's competitive advantage recedes rapidly because suddenly everyone else can do what they can. To some extent that's exactly what happened with DALL-E/StableDiffusion.

assuming it's not horizontally scalable, because otherwise they would just out-spend everyone else anyway like they've already done. That's a big "if", though.