[HarHarVeryFunny]

Both things can be true simultaneously - China would no doubt prefer to have access to things like NVIDIA chips and ASML EUV machines, but at the same time having to do without they are accelerating their independence from US-controlled supply chain.

It's hard to say that any US AI companies have benefited from these sanctions (or that this was the goal). Who has benefited, and how? US companies are still having to compete with them, with no restriction on Chinese AI being used in the US (e.g. GLM available via Amazon Bedrock, DeepInfra, Fireworks AI, etc). NVIDIA is losing sales and CUDA lock-in. Other supply chain vendors losing sales too.