News Sanctions Change Means Hobbled 'China-Only' Nvidia A800 GPUs Now Diverted to Western Markets

There will be demand, though the question is how long will this demand remain. As you can tell, a very significant chunk of Nvidia's demand comes from China. Chinese companies are probably stockpiling in anticipation of sanctions. Now that the hammer dropped, and impacting not just China but also some Middle Eastern nations, a sizable chunk of demand is gone. So the demand pipeline is likely half gone.
 
Sign that the Empire is about to fall as the Roman one did.

Once the BRIC nations get stronger, sanctions will increase. De-globalization process has begun.