Considering the Trump admin flipflopped between

- we can't allow China access to buy or lease any GPUs

and

- turns out China is half the customer base, so cutting them off will crash the market, and the Chinese will just build their own anyways

Considering Trump & Jensen traveled to China just to sell more GPUs and despite that the CCP banned Chinese companies from importing Western Hardware in favor of domestic alternatives, I have my doubts this story makes sense