It is reported that the US Commerce Department has drafted regulations that would require companies to obtain US approval for exporting AI chips globally. This proposed framework would mandate that firms like Nvidia and AMD seek permission for nearly all AI accelerator exports, expanding current restrictions from approximately 40 countries to a worldwide scope. The regulations introduce a tiered approval process: shipments of up to 1,000 units of Nvidia’s latest GB300 GPUs would undergo a relatively straightforward review, while larger deployments would necessitate more stringent scrutiny, including potential conditions such as foreign governments investing in US AI infrastructure or providing security assurances. For deployments exceeding 200,000 units in a single country, the host nation’s government would need to be involved, with approvals granted only to allies making significant security commitments and matching investments in American AI. These measures aim to control the proliferation of advanced AI capabilities and maintain U.S. leadership in the sector.
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