It's the same. Nobody was buying POWER9 or A64FX systems, and manufacturers of those are no factor to anything. One could theoretically drive home with a ready

It's the same. Nobody was buying POWER9 or A64FX systems, and manufacturers of those are no factor to anything. One could theoretically drive home with a ready-to-go rack of non-American and/or non-x86 supercomputer nodes at any point in time across the last few decades, sometimes even with non-NVIDIA/AMD massively parallel coprocessor cards. Nobody did. If China(or any country) would _ship_ these alternative supercomputer hardware, only then anything could change.