Nvidia's manufacturing is in Taiwan. US has traditionally much lower prices on electronics than the EU, now with this change EU is completely priced out. SWengs don't earn 800k there, but typically plateau at around 100k at late stages of their careers. This will have a major impact on Nvidia's ability to service EU market. If you tried to buy something from EU in the past, you probably had to pay large import duties which likely skewed your perception.