> Take a look at China for example - they have no access to NVIDIA

Not true. Stop following US media spam if needed.

1. Very recently, the US did close a loophole on sanctions that allowed Chinese companies to use NVIDIA hardware outside of China i.e. before that was closed they all had access. The trick was train outside, do adjustments, ship the disks back and use non-NVIDIA in China, but at least the training and endpoints not hosted in China could all use NVIDIA.

2. There's been plenty of reports including fines and bans e.g. to Supermicro on smuggling NVIDIA hardware to China. I doubt it has been stopped. You can't catch everyone.