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The disclosed market move reflects investor concern that leadership turmoil at Nvidia could trigger tighter U.S. policy or enforcement limiting Chinese firms' access to advanced AI chips, which would impair Alibaba's ability to source high-end accelerators and could slow AI model development and related cloud revenue if restrictions materialize.
What happened, with direct paths to the underlying reporting
Reuters reports Alibaba fell about 7.1% in US trading after Nvidia CEO Jensen Huang resigned; investors worry Washington could curb access to advanced processors used by Chinese cloud providers.
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