- The U.S. Commerce Department abruptly closed a loophole that had allowed top-tier AI chips (Nvidia’s newest Blackwell/Rubin and AMD’s MI350x) to be sold to overseas subsidiaries of Chinese firms — potentially for almost a year.
- Industry sources say the volume could be large (estimates in the hundreds of thousands), stoking worries about advanced chip access and China’s AI progress.
- The new guidance requires export licenses for entities headquartered in China even if located abroad, but it doesn’t force data centers to stop using or servicing already-deployed chips.
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