You seem to change narrative / move goalposts with every response.
Nvidia is okay, nobody expects another 1000% stock price increase. Crypto mania is a faint memory when looking at the profits from ML. They can’t keep up with demand to the point of partially dropping some market segments. Their customers will keep gobbling up hardware for foreseeable future because there are legitimate uses for it and data scientists / engineers will keep processing larger and larger datasets.
If anything, they’re likely scared of competition from big tech players doing custom chips. Amazon, Google, Microsoft all sell cloud computing resources and already do own sillicon design. They’re definitely looking to have piece of that “AI” pie too.
Nvidia puts out sleazy statements like the one I’ve linked to nudge regulators to make that pie even bigger.