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A backlog at the Commerce Department is reportedly stalling Nvidia's H20 chip licenses

1. Nvidia awaits licensing for H20 AI chip sales in China. 2. Backlog in the U.S. Department of Commerce delays licensing. 3. National security experts push to restrict Nvidia's sales to China.

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FAQ

Why Bearish?

Ongoing licensing delays may hinder NVDA's revenue growth in China, impacting shares.

How important is it?

Deferred sales in a major market like China poses substantial risk to NVDA's revenue.

Why Short Term?

Immediate licensing delays could affect NVDA's stock performance in the near term.

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