ARTY is trading 2.5% down at $67.05 following reports that NVIDIA has tightened its Asian customer whitelist to curb illegal re-exports to China.

  • The move adds a fresh regulatory overhang for the AI supply chain and increases compliance risks for major chip manufacturers.
  • Sentiment for the ETF, which tracks future AI and technology leaders, is under pressure as investors weigh the impact of restricted hardware flows on global growth.