Nvidia did not warn at least some major customers in advance about new U.S. export rules it was told about a week ago requiring it to obtain licenses to sell its China-focused artificial intelligence chip,

ASML spooked investors after reporting weaker-than-expected orders and admitting it can’t yet gauge the impact of new US tariffs. A day earlier, Nvidia was barred from selling its H20 chip to China, deepening the US-China tech rift.