I'd be curious to see how NVIDIA would suffer if there were a legitimate slowdown to AI development. NVIDIA is the biggest catalyst and winner of speed in the market. Compute needs AI and AI needs compute, so there's definitely going to be an interesting push and pull between chipmakers and AI model companies with regards to regulation. While NVIDIA may have promised others at least a decade of smooth sailing and symbiosis, inevitably there's going to be a lot of stumbles along the way. NVIDIA may not fall, but there will be many casualties.