Reuters reports from sources that the US government turmoil stalls thousands of export approvals:
The backlog is hurting US exporters and signals a deep dysfunction at the US Commerce Department.Shipments of AI chips from Nvidia are the most high-profile example of licenses not being approvedSources said that this week no licenses have been issued and billions of dollars of AI chip orders are at stake.The backlog is reportedly viewpoint the us in over three decadesPerhaps the report is a bit exaggerated from the "sources" . I don't think the demand will suddenly disappear, but with all the trade deals going on, and Commerce Sec. Lutnick being involved, I can imagine things are a "whack a mole" status where you might hit one, but many others don't get hit (or go on the back burner).
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