Estados Unidos planea una regulación integral de la exportación de chips de IA: las ventas de NVIDIA, AMD podrían necesitar permisos, y sus acciones cayeron tras la noticia

Bloomberg reports that the U.S. government is developing a new export control regime for AI chips. In the future, global companies wishing to purchase high-end AI chips produced by companies like Nvidia or AMD may need prior approval from the U.S. government. This move indicates that Washington intends to expand its regulatory authority over global AI computing infrastructure. Following the news, market sentiment turned cautious, with Nvidia and AMD stock prices dropping between 1.9% and 2.3% intraday.

The U.S. is drafting a global AI chip licensing system, making Washington the “gatekeeper of computing power”

Sources reveal that U.S. officials have drafted new regulations considering requiring companies to obtain U.S. approval before exporting AI accelerators worldwide. If implemented, critical hardware such as Nvidia and AMD’s AI GPUs may need licenses for export to any country.

Currently, U.S. chip export restrictions mainly target about 40 countries, but the new proposal would expand regulation to the global level. These AI chips are core hardware for building large AI models and data centers, including services like OpenAI’s ChatGPT and Google’s Gemini, which rely heavily on GPUs in data centers.

The larger the computing scale, the stricter the review; large data centers may require government-level negotiations

The draft indicates that the U.S. government may set different review thresholds based on computing scale. For smaller procurement, such as about 1,000 of Nvidia’s latest GB300 GPUs, review procedures might be simplified or even exempted.

However, for plans to establish larger AI computing centers, companies may need to obtain export licenses in advance and submit additional information, such as disclosing business models or undergoing government review. For ultra-large deployments—such as a single company deploying over 200,000 GPUs in one country—negotiations with the government may even be required.

( Jensen Huang’s rumored pre-Lunar New Year visit to China, aiming to restart Nvidia’s AI chip market in China )

Drafts under discussion suggest chip tightening policies could become an important strategic tool for U.S. AI dominance

Sources indicate that the relevant regulations are still under inter-agency discussion and may undergo significant revisions or be shelved. Nonetheless, this draft is seen as a key strategic move by the Trump administration in AI and semiconductor fields.

U.S. officials have previously stated their hope for global AI development to revolve around American companies rather than relying on Chinese technology. Through an export licensing system, the U.S. government can more directly influence how countries build AI data centers and compute infrastructure.

(Anthropic (Claude) accuses DeepSeek and two other Chinese AI firms of bypassing chip controls through distillation)

Market reaction: Nvidia and AMD stock prices decline intraday

Following the news, the market reacted immediately. Nvidia’s stock dropped about 1.9%, and AMD’s fell approximately 2.3%, both hitting intraday lows; Nvidia later recovered some losses, while AMD closed down 1.3%. Investors worry that future AI chip exports requiring government approval could increase sales and revenue uncertainties and impact the efficiency of global AI infrastructure development.

However, sources also indicate that if the U.S. government’s approval process is smooth and restrictions are not severe, the impact on global AI investment and data center construction may be limited.

This article titled “U.S. plans comprehensive control over AI chip exports: Nvidia and AMD sales may require licenses, stock prices fall on news” first appeared on ABMedia.