Reasonable take, but to ignore the politics of this whole thing is to miss the forest for the trees—there is a big tech oligarchy brewing at the edges of the current US administration that Altman is already participating in with Stargate, and anti-China sentiment is everywhere. They'd probably like the US to ban Chinese AI.
Yeah especially when it's making waves in the market and hundreds of times more efficient than their best and brightest came up with under their leadership.