It is true that NSG was formed with the initiation from USA after India did the nuclear test. That is correct. Bit the current situation is that Australasia, France and Russia are not at all willing to talk to India till we sign NPT.
Now with new geo political situation US has lost an alley in Pak and want some kind of balancing force in Asia to China and they can not trust any other country that India in current situation. That is reason No 1 why US is ready to sign the deal which is criticized by many Non Proliferation Ayatollahs within and outside US
The second reason being when these tenders are called for, US companies will also get a benefit ( but there is no exclusivity to USA in this)
So definitely USA sees a strategic benefit in it. But i have no problem if they benefit. What India needs is to stockpile as much as imported uranium using the window provided by the deal. There is no guaranty that tomorrow this will hold. But if India can have sufficient big stock of U-235 imported by that time, it will be purely depending on our foreign diplomatic skills to mange the situation. Granted we are not good in that field .Yet once we have enough U -235 in our backyard it is up to our economic muzzle and political will to start re-processing which can be used for Thorium based reactors) or go one step further and do tests on a need basis. The geo politics situation of the future might provide those opportunities for us to do so.
