TECH NEWS – Thus, Nvidia and AMD chips can be used as foreign policy tools in every country.

The Trump administration is exploring options for regulating the export of AI chips. Initial reports suggest that the proposed regulations are much more aggressive than the industry expected. The debate over exporting AI chips has emerged repeatedly since Nvidia and AMD, two chip manufacturers, achieved significant breakthroughs in computing power. This issue has also caught the attention of the Biden administration, which introduced the “AI Diffusion Act,” a law that regulates the export of AI chips by categorizing countries into different levels, each with its own restrictions. The Diffusion Act was seen as a threat to the U.S. AI industry and opposed by Nvidia. However, the new regulations proposed by the Trump administration are much more aggressive.

According to Bloomberg, the U.S. government is planning to develop regulations that would make it more difficult to export AI chips to any country, including key allies. Nvidia and AMD would reportedly need to apply for an export license for all exported hardware, with no exceptions currently planned. Interestingly, the intensity of the export application review would depend on the computing power being shipped. According to the report, up to 1,000 Nvidia GB300 racks could be exported after a relatively simple review (Bloomberg refers to them as GPUs, so they may be B300s).

For large customer orders, the US would require the host government’s involvement and negotiations, the most important requirements of which would be security commitments and adequate investment in the US AI sector. While this regulation may represent the first time the current administration has created a framework for the spread of US AI technology, according to Bloomberg, it would subject the development of global AI infrastructure to a bureaucratic system fraught with delays and red tape.

No discussions have taken place regarding the implementation of the proposed regulations, nor is there a specific timeline for when these restrictions could take effect. However, given that the AI dissemination rule was repealed in May 2025, new regulations could take effect on a similar timeline.

Source: WCCFTech, Bloomberg