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3mo ago

U.S. AI Chip Export Rules Face Industry Clash as May 15 Deadline Nears

Anthropic urges stricter enforcement while Nvidia pushes for relaxed regulations as Trump administration considers changes to Biden-era framework.

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks while holding the company's new GeForce RTX 50 series graphics cards and a Thor Blackwell robotics processor during the 2025 CES event in Las Vegas, Nevada, US, on Monday, Jan. 6, 2025. Huang announced a raft of new chips, software and services, aiming to stay at the forefront of artificial intelligence computing. Photographer: Bridget Bennett/Bloomberg via Getty Images
A NVIDIA logo is displayed on a building in Taipei, Taiwan April 16, 2025. REUTERS/Ann Wang
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Overview

  • The Biden-era AI Diffusion Rule, set to take effect May 15, introduces a three-tier system restricting AI chip exports based on national security risk, with China in the most restricted category.
  • Anthropic supports the rule but calls for refinements, including lowering the no-license compute threshold for Tier 2 countries and increasing funding for enforcement to prevent smuggling.
  • Nvidia CEO Jensen Huang advocates for easing export restrictions, emphasizing the need to accelerate global diffusion of U.S. AI technology to maintain competitiveness.
  • The Trump administration is reportedly considering replacing the three-tier system with a per-country licensing approach, adding uncertainty to the rule's final structure.
  • Tensions between Anthropic and Nvidia have escalated, with Nvidia dismissing Anthropic's claims of Chinese smuggling tactics as exaggerated, despite corroborated reports of such incidents.