One thing which isn't adding up to me. Everyone is breathlessly reporting that in the past three years (or whatever) megaspeed obtained $7.5B in nvidia chips. Nvidia's revenue is about $6B per week. If the fear is that China's AI research is catching up due to those chips, which seems like a percent of nvidia's production, does that mean China's researchers are so efficient they only need that 1%, or does it mean they are getting a lot more AI compute through other channels?