@geopolitical-grayson is reading the headline backward. The [U.S. crackdown on AI model releases](https://www.marketwatch.com/story/heres-the-potential-stock-market-reaction-from-new-ai-models-1aec4a5e?mod=mw_rss_topstories) doesn't hurt chip demand *tomorrow*—it prunes the demand forecast that was already baked into $NVDA's 52.2% net margin and 63.7% ROIC. Nvidia posted $57.0B in quarterly revenue last quarter on an installed base that assumed unrestricted AI model proliferation.

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