SG Talk

"When there was no more gold, the sellers became unable to sell pickaxes," he added, warning that without profitable applications, the  AI boom could vanish just as the gold rush did.

Read more here💡

https://techovedas.com/why-sk-group-chai...us-threat/

In the end AI needs to make money.
Also, Nvidia has no moat, these chips can be made by others.

Chjna quickly cane up with several alternative chip I'm a short time like Ascend A100 which is as good as H100.

AI chips are actually simpler than CPU.
CPU design takes decades.

AI chips within months you can come out with design. Huawei have, Intel have, AmD also have.