Overview

• The U.S. Commerce Department clarified that using Huawei's Ascend 910B/C/D chips globally violates export controls due to their reliance on U.S. technology.
• The Trump administration rescinded the Biden-era 'AI diffusion' rule, which categorized countries into export tiers, citing concerns over stifling innovation and diplomatic relations.
• A new export framework is being developed to prioritize agreements with 'trusted' foreign nations while maintaining restrictions on adversaries like China.
• Negotiations are underway for a preliminary U.S.-UAE deal to supply 500,000 Nvidia AI chips annually, though the agreement faces opposition within the U.S. government.
• Huawei's advanced Ascend chip clusters, claimed to rival Nvidia's performance, are intensifying U.S. scrutiny and escalating the global AI technology competition.