(https://www.cnbc.com/2026/06/08/nvidia-jensen-huang-senate-elizabeth-warren-ai-china-export-controls.html) isn't a personnel scheduling conflict—it's a signal that AI chip export controls are becoming a material business risk that NVDA's valuation doesn't reflect. The company sits on $147.8B in annual revenue with 52.2% net margins, which means any meaningful export restrictions hit both top and bottom line immediately.

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