Jensen came across as incredibly defensive and intentionally close-minded, shows that even billionaires suffer from "a man can't understand something if his paycheck depends on him not understanding it."

Your assertion is silly: did Tesla selling electric cars into China stop them from delivering their own industry? They were going to develop their domestic industry regardless.

We simply don't know the counterfactual, if they had unlimited access to Nvidia chips, how far ahead would their models be?