I'd argue that Nvidia sanctions against China have been counter productive.

Has it crippled their AI charge? No. Hindered perhaps - but things like the rental loophole show how stupid it was.

What is has done is supercharge the internal chinese chip market ( which has endangered NVidia's global dominance ).

For example:

https://www.huawei.com/en/news/2026/9/hc-lingqu-agent-ai