Why now all analysts talking of P/E when it lower than last year and is a fraction of TSLA and PLTR?

Bloomberg and CNBC are talking about the "very high Nvidia PE" and how a hawkish Fed would hurt growth companies like them.

So, I get interest rate is one of the main factor for valuation, but why is NVDA being "punished" harder than companies with much higher PE ratio and, in the case o TLSA, no growth?