Nvidia stock surge faces not-so-subtle risk from China

If there is anything that could dent the bull thesis on Nvidia within the next 18 to 24 months, it’s China. Lost in the enthusiasm for Nvidia’s big quarter and outlook was a clear warning about China from the company’s top execs. “Given the strength of demand for our products worldwide, we do not anticipate that additional export restrictions on our Data Center GPUs, if adopted, would have an immediate material impact to our financial results,” Nvidia chief financial officer Colette Kress said. “However, over the long term, restrictions prohibiting the sale of our Data Center GPUs to China, if…