The US is considering a new regulatory framework to control the export of advanced artificial intelligence (AI) chips, under which foreign countries acquiring chips on a large scale may have to invest in US AI infrastructure or provide national security assurances. According to the report, this proposal is currently in the internal discussion stage and changes are possible before it is finalized.
According to the report, this proposal will be the first major effort of the US administration after the repeal of “AI diffusion” rules implemented during the tenure of former President Joe Biden, under which allies and partners will also have to face new criteria for the supply of AI chips.
According to the draft framework, countries that want to import 2 lakh or more advanced AI chips will have to invest in AI data centers in the US or provide security assurances to Washington. Experts believe that this will give the US administration more strategic leverage in negotiating investment agreements with foreign partners, which is also linked to the policy of strengthening the domestic technological infrastructure.
This proposal will be a significant change in American export policy. The controls implemented during the Biden administration were based on the principle of giving broad exemptions to high-end chip exports to close allies. However, the new draft raises the possibility of applying licensing requirements more broadly, which could lead to restrictive procedures being imposed on friendly countries as well.
However, no changes to the rules are proposed for countries that are already banned from receiving American AI chips. Export controls against China also remain largely in place, although in December Beijing was given conditional permission to buy a limited number of AI chips from Nvidia under certain conditions.
According to the document, small installations with less than 1,000 chips may also require an export license. In such a situation, companies like Nvidia or Advanced Micro Devices would have to monitor the usage of the chips and the receiving party would have to install software that prevents the chips from being combined into a large cluster. These clusters are used to create advanced AI supercomputers.
According to the draft, foreign companies wanting to supply up to 1 lakh chips may also have to give assurances regarding usage at higher levels of the government. Projects larger than this, i.e. up to 2 lakh chips, may also be subject to site inspection by US export control authorities.
According to experts, “This rule could help the US government combat chip diversion in China and ensure safer manufacturing of the most powerful AI supercomputers.” However, he warned that “the licensing requirements are extremely high, and apply around the world, raising concerns that governments may seek to use these controls not just for security, but as leverage in negotiations with allies.”
The US Commerce Department confirmed on social media platform According to officials, such a model could be adopted in the future as has been done in agreements with Saudi Arabia and the United Arab Emirates, where these countries have agreed to invest in US technology infrastructure in exchange for access to advanced American chips.
Interestingly, the current draft does not mention any export controls on model weights. These are critical parameters that determine the operation of AI systems and technology companies consider them extremely sensitive intellectual property.
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