In C# 8, why does type inference on new expressions result in nullable references?

If I have the C# 8 code:

class Foo {}

And later:

#nullable enable
var bar = new Foo();

Then the type of bar is Foo?. This seems clearly incorrect, as a new expression can't return null. Why would bar be a nullable reference? I even looked up the Nullable Reference Type Specification, and found the following:

Expressions that are never null

The null state of the following expression forms is always "not null":

• ...
• new expressions (object, delegate, anonymous object and array creation expressions)
• ...

And also:

Type inference for var

The type inferred for local variables declared with var is informed by the null state of the initializing expression.

var x = E;

If the type of E is a nullable reference type C? and the null state of E is "not null" then the type inferred for x is C. Otherwise, the inferred type is the type of E.

The nullability of the type inferred for x is determined as described above, based on the annotation context of the var, just as if the type had been given explicitly in that position.

So based on everything I can find in the spec, bar in my very simple example should be of type Foo, not type Foo?. What am I missing?