The U.S. Department of Commerce announced earlier that it would revoke the "Final regulations for the diffusion of artificial intelligence" (Final Rule on Artificial Intelligence Diffusion), in addition to allowing NVIDIA to successfullySelling its GPUs to Middle Eastern markets such as Saudi ArabiaIt also means that the Trump administration will make large-scale adjustments to the US policy on exporting artificial intelligence technology to various regions around the world.
Prior to this, Trump had abolished several executive orders related to artificial intelligence proposed by the Biden administration after taking office. This time, the "Final Regulations on the Diffusion of Artificial Intelligence" were revoked and the originally planned implementation of the regulations was suspended. The U.S. Department of Commerce has not yet announced the new regulations, but the U.S. Bureau of Industry and Security stated that it will propose relevant alternative plans in the future.
However, the US government has currently published three guiding principles for the export of artificial intelligence chips, which clearly state that the use of Huawei chips in any region of the world will constitute a violation of US export control regulations. It also warns that US artificial intelligence chips cannot be used to train and infer China's artificial intelligence models, and explains to US companies how to prevent their supply chains from being circumvented by China or other countries through "washing the origin" to circumvent relevant export bans.
The withdrawal of the Biden administration's proposed AI regulations will allow NVIDIA to successfully sell its GPU products to Middle Eastern markets such as Saudi Arabia. It is also reported that the Trump administration plans to negotiate individual AI chip export conditions with countries in the Middle East and Asia to avoid being restricted by the tiered regulations proposed by the Biden administration. This may once again change the global AI industry supply and political stance, and allow countries that were originally subject to export bans to regain negotiation opportunities.
However, it remains unclear whether there will be a potential readjustment in technology exports between the US and China. NVIDIA CEO Jensen Huang previously stated that China's artificial intelligence market has enormous growth potential, and that US companies should maintain flexibility to enter and develop in this market.
