The White House issued an Interim Final Rule on Artificial Intelligence Diffusion Export, including controls on sales and export of AI chips. The rule (1) prohibits access to chip exports for stated adversaries, including China, Russia, Iran, and North Korea, and caps exports to approximately 120 countries; (2) exempts 18 allied nations from these restrictions, including Australia, Canada, the United Kingdom, France, South Korea, and Japan; (3) include streamlined licensing that exempts low-risk chip orders with up to 1’700 GPUs from requiring export licenses and expediting shipments for research and healthcare uses; (4) allows trusted entities to obtain “Universal Verified End User” status to be able to deploy up to 7% of their global AI capacity internationally, or “National Verified End User (VEU)” status to be able to purchase up to 320’000 GPUs over two years; (5) limits Non-VEU entities in non-allied nations to a cap of 50’000 GPUs per country, though government-to-government agreements with aligned nations can double their chip quotas; and (6) establishes stringent security measures to protect sensitive AI model weights from being diverted for adversarial use.
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