We have hit peak Nvidia, which is unfortunately going to be a prominent casualty of the US tech war on China. Loss of the China market - by far the largest single market for Nvidia - can only be accelerated with the latest, seemingly impromptu, restrictions on chip exports - Raimondo very clear that she was prepared to play whack-a-mole on whatever denuded products Nvidia would create to get under the restrictions.<p>Export restrictions are like inadvertent protectionism for the people you are hoping to damage. The emergence of Chinese competitors is guaranteed, who will go on top secure the domestic market, then out scale Nvidia to address the emergent market economies.