Nvidia and AMD Shares Fall After Report on Global AI Chip Export Rules
Shares of Nvidia Corporation (NASDAQ: NVDA) declined about 1.7% on Thursday, while Advanced Micro Devices (NASDAQ: AMD) fell roughly 2%, following a report that the U.S. government is preparing new regulations for global AI chip exports.
According to a Bloomberg report, the administration of U.S. President Donald Trump is drafting rules that would require companies to obtain licenses for exporting artificial intelligence chips worldwide. The proposed framework would significantly expand current restrictions, which presently apply to about 40 countries, to a broader global system.
Proposed Rules Would Expand U.S. Control Over AI Chip Exports
Under the draft regulations, companies such as Nvidia and AMD would need U.S. government approval for most international shipments of AI accelerators, the high-performance processors used to train and operate artificial intelligence systems.
The proposed rules outline several thresholds for export reviews. Shipments involving up to 1,000 units of Nvidia’s next-generation GB300 graphics processing units (GPUs) would undergo a regulatory review process, with certain exemptions potentially available.
However, larger deployments would face stricter scrutiny. Companies would need to secure pre-clearance before applying for export licenses, and regulators could impose conditions such as disclosing business models or allowing government site inspections.
Large AI Deployments May Require Government Participation
For particularly large installations — such as deployments exceeding 200,000 GB300 GPUs by a single company within one country — the draft rules would require the host country’s government to take part in the approval process.
According to the report, the United States would likely approve such large-scale exports only to allied nations that commit to security cooperation and investments in U.S. artificial intelligence infrastructure. The proposal does not specify a precise investment requirement.
U.S. Seeks Greater Oversight of Global AI Infrastructure
Although the proposed regulations are not designed as a complete export ban, they would position the U.S. Commerce Department as the central authority overseeing global AI chip sales.
Companies and governments seeking to purchase advanced AI processors would need approval from the department. These chips are widely used by major technology companies such as OpenAI and Alphabet to power advanced AI platforms including ChatGPT and Gemini.
The Trump administration has repeatedly stated that it wants American AI technology to remain dominant globally. The proposed framework would give Washington the ability to determine which countries can build large-scale AI computing facilities and under what conditions.
