NVIDIA is trading 3.8% up at $9.10 following the implementation of a new U.S. export control-compliant whitelist system designed to streamline its Asia AI chip sales.

  • The strategic move involves cutting over half of its Asia-based customers to reduce regulatory risk while maintaining high-demand AI revenue streams.
  • The stock is also benefiting from a broader rally in the semiconductor sector and improved macro sentiment fueled by cooling inflation data.