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03-20

$NVDA opens ~0.70% lower as DOJ charges allege Super Micro linked individuals smuggled $2.5B in Nvidia AI chips to China via fake docs and SE Asia routing. Debate centers on export compliance risk in Nvidia's distribution network and what tighter U.S. controls mean for China facing GPU revenue. Traders weighing $NVDA 1M GPU AWS deal by end 2027 against the regulatory backdrop.

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