hapabapa Listen below or on the go on Apple Podcasts and Spotify U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup, calls for CEO to step down - report. (03:00) This is an abridged transcript. Nvidia (NASDAQ:NVDA) received a notice from the U.S. government that it needs a special license to ship its H20 graphic pro ...

Bigger picture: The H20 is the most advanced chip that Nvidia is permitted to ship to China, and was designed to adhere to Biden-era export controls. China accounted for 13% of Nvidia's total revenue in the fiscal year ending January 26, 2025. Chinese companies have been ramping up H20 orders, bracing for potential U.S. export curbs. The increase in orders was also driven by growing demand for DeepSeek's (DEEPSEEK) AI models, which were developed at much lower costs compared to U.S. rivals. Cloudy outlook: ...