The U.S. Commerce Department has drafted regulations that would require government approval for virtually all exports of AI accelerator chips from Nvidia and AMD, according to Bloomberg and a document reviewed by Reuters. The proposed framework creates a tiered approval system based on order size, with the largest shipments requiring host governments to invest in U.S.-based AI infrastructure as a condition of purchase. The rules would be Washington's first sweeping global chip export strategy since the Trump administration scrapped its predecessor's AI diffusion framework last May.
What Changed
- Commerce Department drafted rules requiring US approval for virtually all Nvidia and AMD AI chip exports globally
- Tiered system: orders above 200,000 GPUs require host government investment in US AI infrastructure
- Framework modeled on existing UAE and Saudi Arabia chip deals from November 2025
- White House officials already pushing back, saying draft doesn't reflect Trump's export stance
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