[News] U.S. Reportedly to Allow AI Chip Exports to Allies If Run by Approved U.S. Operators Soon

Just weeks after Trump hit pause on Biden’s sweeping AI Diffusion Rule—which tried to rank every country in a strict three-tier system—Commerce Secretary Howard Lutnick reportedly teased a revamped version is coming pretty soon, though he could not provide a specific timeline.

Speaking on June 4, Lutnick revealed that the new rule will give U.S. allies access to AI chips—under one key condition: the chips must be run by approved American cloud and data center operators, according to Export Compliance Daily.

The report suggests that Lutnick told the Senate Appropriations Subcommittee that the new approach would keep U.S. control over AI tech—even when it’s overseas. He reportedly pointed to Poland as an example, saying its prime minister personally confronted him over being placed in the strictest Tier 3 category, asking why, as part of Europe, they were being treated that way.

The trend aligns with U.S.’s latest move of signing a landmark deal to build the world’s largest AI campus outside the U.S. As highlighted by The Guardian, the agreement would give the UAE expanded access to advanced AI chips—reportedly up to 500,000 of NVIDIA’s top-tier chips annually starting in 2025.

On May 13, the Bureau of Industry and Security rolled out new rules to tighten export controls on AI chips. The guidelines warn about risks from using advanced Chinese chips—including Huawei’s Ascend—and highlight dangers if U.S. AI chips fuel Chinese AI models. They also focus on protecting supply chains from diversion tactics.

Read more

• [News] Trump Axes Biden’s AI Diffusion Framework, Targets Huawei, China’s AI Models and Chip Diversion
• [News] If Trump Scraps AI Diffusion Rules: 3 Things to Watch – Chip Diversion, Middle East Moves and More

(Photo credit: The White House)