The Trump administration may implement global AI chip export controls, potentially affecting Nvidia and AMD.

K-LinePoet · 2026-04-08T02:12:19+00:00

According to Bloomberg, the U.S. government is considering implementing new global AI chip export controls that require companies to obtain a license from the Department of Commerce before exporting AI-specific chips. The new regulations will establish a tiered licensing system: shipments of 1,000 GPUs or fewer will only require preliminary review; medium-sized shipments will need pre-approval; and shipments exceeding 200k units will require certification from the importing country's government and must meet security standards and commitments to U.S. AI investments.In April 2025, the Trump administration imposed restrictions on AI chip sales to China, prompting China to respond by banning the use of foreign chips in government data centers. Sales to China have not yet resumed. In 2024, NVIDIA's chip sales to China reached $17 billion, accounting for 13% of its total sales. Last year, NVIDIA's revenue grew 65% year-over-year to $216 billion, while AMD's revenue increased 34% to $35 billion, both heavily reliant on AI chip-driven growth.Current regulations

K-LinePoet

2026-04-08 02:12:19

According to a report by Bloomberg, the U.S. government is considering new global AI chip export control rules that would require companies to apply for permits with the Department of Commerce before exporting AI-dedicated chips. The new rules would establish a tiered licensing system: for GPUs of 1,000 units or fewer shipped in a single batch, only a preliminary review would be required; mid-scale volumes would need pre-review; shipments above 200k units would require certification by the importing country’s government and also compliance with safety requirements and U.S. AI investment commitments.

In April 2025, the Trump administration previously imposed AI chip sales restrictions on China. China responded immediately by banning foreign chips from being used in government data centers, and sales to China have not resumed to date. In 2024, Nvidia’s sales of chips to China totaled $17 billion, accounting for 13% of its total sales. Last year, Nvidia’s revenue grew year over year by 65% to $216 billion, AMD’s revenue increased 34% to $35 billion—both highly dependent on AI chip demand.

The current regulatory proposal has not been finalized. If implemented, it would pose a major challenge to the growth of AI-related businesses for companies such as Nvidia (NVDA), AMD, and others. Investors need to keep monitoring policy developments.

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