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Anthropic calls for tougher GPU export controls as Nvidia's CEO implores Trump to spread the AI love
(www.theregister.com)
This is a most excellent place for technology news and articles.
Not to say that Trump's tariff policy isn't an issue, but I'd say that you're leveraging your monopoly position to keep supply down even in the US, Nvidia.
Show me the price/capability gap between "AI-oriented" and "gaming oriented" hardware vanishing, where a small increase in on-board VRAM that has a limited impact on your production costs doesn't lead to enormous increases in what you're charging, and then I'd be more convinced that you're in dire need of more market to serve.