XAIX is trading 1.6% down at $52.88 as investors react to fresh uncertainty surrounding Asian AI hardware supply chains.
- NVIDIA has reportedly tightened its Asian customer whitelist to curb illegal high-end chip exports to China, sparking regulatory fears.
- The move has increased demand concerns across the artificial intelligence and big data ecosystem, sectors heavily tracked by the fund.
- Market sentiment is being pressured by the potential for broader disruptions to global hardware distribution and compliance requirements.