A "windfall to China?" Jensen Huang seems to have been conspiring with Alice Huang to illegally sell high-end NVIDIA chips to China. That's a windfall to China.
China has a stated government policy they don't want Nvidia chips and you aren't allowed to import them.
China have billions of $ of GPUs sitting on the dock because their government capped imports of nvidia.
Pedantically: it's not a windfall if they specifically brought it about.
Sure is convenient for everyone to spend all their time talking about the CEOs personal life than however many billions of prohibited sales have been happening here.
There is not going to be a stop of chips going into China.
If not exporting to Singapore, it will be exported to more countries that have more opaque business practices.
Kneecapping Nvidia in this case is absolutely a windfall to China, by allowing them time to catch up in semiconductor technologies