I don’t think that’s true? AFAIK there’s no requirement for companies to report material impact on an 8-K form. In a sense, the fact that NVIDIA even filed an 8-K form is a signal that the diffusion rule is significant for their business—which it obviously is, though it’s not clear whether the impact will be substantially material. I think we have to wait for their 10-Q/10-K filings to see what NVIDIA signals to investors, since there I do think it is the case that they’d need to report expected material impact.
I don’t think that’s true? AFAIK there’s no requirement for companies to report material impact on an 8-K form. In a sense, the fact that NVIDIA even filed an 8-K form is a signal that the diffusion rule is significant for their business—which it obviously is, though it’s not clear whether the impact will be substantially material. I think we have to wait for their 10-Q/10-K filings to see what NVIDIA signals to investors, since there I do think it is the case that they’d need to report expected material impact.