Staged Delivery Reset

Nvidia treats the 1% delivery cap as a near-term allocation and compliance bottleneck rather than a permanent cancellation of Chinese orders. ByteDance, Alibaba and Tencent keep the bulk of their $70 billion commitments alive while negotiating delivery timing, chip specifications and licensing documentation.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.