What Nvidia did do, very effectively, is choose the disclosure basis that for three fiscal years made the China exposure look smaller than it actually was, while at the same time pushing the narrative that its market share in China is shrinking and has recently gone to "zero percent." (which has historically been sufficient grounds for investors to bring securities fraud claims alleging material misrepresentation of financial exposure), And then, at exactly the moment the data suggests China exposure was finally shrinking on any basis, Nvidia decided to change how it reports geographic revenue.