The Commerce Department is drafting rules that would require U.S. approval for virtually all exports of AI accelerators made by Nvidia and AMD, extending Washington’s reach far beyond the roughly 40 countries currently covered by chip curbs. The framework would make the U.S. a gatekeeper for global AI computing capacity, with streamlined reviews for shipments up to about 1,000 of Nvidia’s latest GB300 GPUs and tighter scrutiny for larger clusters, potentially including business disclosures and on-site inspections. The proposal, which could still change or be shelved, is not an outright ban but a licensing regime that could shape where and how nations build AI infrastructure. Nvidia and AMD shares slipped after the news, reflecting investor concern over added friction to international sales that power services from OpenAI and Google.
U.S. Weighs Global Licensing Regime for Nvidia and AMD AI Chip Exports
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