Famous names like IBM has fallen, Apple is losing mkt share and declining, Tesla beaten by BYD, Amazon is broken by Alibaba, and Nvidia is now at the edge of facing a fierce competition from Huawei. It is just a matter of time and when. When a competitor is treated as a threat, then Nvidia has already lost. Nvidia does not want to rise as a competitor. It is engaged in sabotage, geopolitical manipulations and dirty play. This may not come directly from Nvidia but Nvidia collaborate in these efforts and conditions - ban export to China. It is not technological driven by innovations; and research and development for continuous improvements. It just try to "break the leg of the athlete."
And, China is the world largest mkt, making it impossible to exclude this mkt. 
In macro economics, Nvidia has already lost. In politics, it is hanging loosely.