USA is trying to keep China from competing on AI, preventing them access to the same chips the west have.
But I don’t think it’s working, China simply has a way to massive well educated talent mass, and they are investing heavily too.
I think USA would be better off allowing Nvidia to compete equally, taking away 25+% of their market isn’t helping USA/Nvidia, it’s only helping the Chinese newcomers getting customers that would otherwise use Nvidia.