The Trump administration is reportedly planning to roll back AI chip restrictions introduced during Biden's term. This move is part of a larger effort to revise semiconductor trade restrictions that have faced significant opposition from major tech firms and foreign governments. The previous administration's AI diffusion rule, which limited the number of AI processors exported to many countries, drew criticism from companies like Nvidia, as well as US allies including Israel and Poland.
Sources indicate that the Trump administration is considering replacing the current tiered AI export system with a global licensing framework based on government-to-government agreements. Nvidia CEO Jensen Huang has been vocal about revising the AI diffusion policy. Some officials have suggested seeking increased investment from the United Arab Emirates in Intel. The potential easing of restrictions for the UAE may be tied to their pledge to invest up to $1.4 trillion in the US over the next decade.
While discussions are ongoing, no final decision has been made. The goal is to ensure AI development remains concentrated in the US and its close partner nations, while also aligning data centre infrastructure in other countries with US security standards.