pretty sure they'll be fine for a while, between the build out and import bans, I don't expect demand to slow enough to let supply catch up

Nvidia are likely more concerned about AMD taking market share, and I suspect that geopolitics will leave US/China GPUs with largely non overlpping customer bases.

> I suspect that geopolitics will leave US/China GPUs with largely non overlpping customer bases

That's not what's happening in the auto-industry, Chinese EVs are easily outselling American ones. Why would GPUs be any different?