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US mulls new rules for AI chip exports, including requiring investments by foreign firms in US

The U.S. Commerce Department's draft rules would require export licenses for AI GPUs, imposing tiered controls and potential investment conditions to protect national security.

  • The Trump administration is drafting regulations that would require companies to seek U.S. approval to export AI accelerators to other countries.
  • Countries seeking large chip quantities may be required to invest in U.S.-based AI infrastructure or provide security guarantees.
  • The potential rules depart from the Biden administration's approach of largely exempting close U.S. allies from strict export limits.
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Reuters reported on the 5th (local time) that the Trump administration is considering expanding its export restrictions on artificial intelligence (AI) to include allies and friends worldwide. While this would not be a blanket ban on the export of advanced AI semiconductors like China, it would require those purchasing a certain amount of AI semiconductors to invest in the United States and have security systems in place to prevent misuse of the…

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Zero Hedge broke the news in United States on Thursday, March 5, 2026.
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