The Trump administration is reportedly considering implementing broad new regulations that would significantly restrict the global export of artificial intelligence (AI) chips. Draft regulations have been written that, if enacted, would require companies to seek US approval for nearly all shipments of AI accelerators worldwide. This move would grant the US substantial control over which countries can develop facilities for training and operating AI models, and under what conditions.
The proposed rules would affect companies such as Nvidia and Advanced Micro Devices (AMD), potentially expanding current restrictions that now apply to approximately 40 countries. These AI chips are essential components for tech companies like OpenAI and Alphabet Inc., which use them extensively in data centres to power AI services such as ChatGPT and Gemini.
Nvidia has established itself as a prominent player in the AI sector. The company designs and manufactures graphics processing units (GPUs) that are widely used in AI, gaming, and professional visualisation. AMD also produces high-performance computing and graphics products, including AI accelerators, and is a significant competitor in the chip market.
While the proposed framework is still under discussion and subject to change, sources familiar with the matter indicate that officials across federal agencies are providing input. The Commerce Department’s Bureau of Industry and Security, Nvidia, and AMD have not yet responded to requests for comment on the potential impact of these regulations.
