The sad thing is, we won't even know how bad the situation is.
Even if the cards reach the stores at +30 to +100% pre-scalped levels and just sit on the shelves, and Mindfactory sales show they aren't moving even at the Lovelace levels (which were at times outsold by AMD cards), Nvidia can just show the quarterly revenue as record high!
DeepSeek fiasco won't put a dent in Nvidia's revenue, as they have allegedly sold all the AI acceleration hardware they can build this year. And as for it being illegal to doctor the revenue numbers? Either dismissed, or laughably cheap to breach - and since Nvidia changed the sector name to "Gaming and AI PC", they can legally include all kinds of non-Gaming related stuff.
That's what you get when you expect a nice toy from a company that doesn't want to be associated with toy making.
It highly probably will, corporations won't just donate money to Nvidia. Unless there's a profitable reason to buy LLM gpus. Within a few quarters their revenue likely drops 90% or even more.
We'll see I guess.