Nvidia (NVDA, Financials) CEO Jensen Huang said U.S. export restrictions on AI chips need to evolve, urging the Trump administration to revise existing rules as the global AI landscape shifts.
While no financial data was disclosed in the statement, the policy shift could materially affect Nvidia's global chip sales if high-performance exports remain limited.
The Biden-era policy restricts exports of advanced U.S. chips based on a tiered framework. The Trump administration is now considering eliminating that system entirely, according to Reuters. A new regulation—Framework for Artificial Intelligence Diffusion—is expected to take effect on May 15, aiming to limit exports of powerful AI chips and model weights to non-allied countries.
In a media briefing reported by Bloomberg, Huang said, “the world has changed fundamentally” since the last diffusion rule and that regulations must reflect that shift. He also told CNBC that Nvidia can manufacture chips domestically using current U.S. resources.With the U.S. tightening control over AI chip exports, Nvidia's international business may face headwinds. A relaxation of the rules could allow it to expand its reach in key global markets.Investors should monitor upcoming decisions from the White House as the May 15 policy launch could reshape Nvidia's international AI chip strategy.
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