Core Viewpoint - The article discusses the controversial framework being developed by the U.S. to control the global development of artificial intelligence (AI), particularly focusing on the restrictions imposed on AI chip exports, which has led to significant protests from major tech companies like Nvidia and concerns from U.S. allies such as Israel and Poland [1][2]. Group 1: AI Chip Export Restrictions - The AI diffusion rules categorize countries into three groups regarding access to AI chips, with close U.S. allies in Europe and East Asia having near-unrestricted access, while countries like China and Russia are effectively banned from importing this technology [3][4]. - The new rules impose limits on the total computing power available for export to a large group of countries, particularly affecting those in the Middle East and Southeast Asia that have significant ambitions in AI [3][4]. Group 2: Political and Corporate Reactions - Many governments and companies are urging the Trump administration to relax some of the regulations before the compliance deadline in less than two months, but there is no consensus among officials on how to proceed [2][5]. - Major companies like Nvidia and AMD are advocating for the complete repeal of these restrictions, arguing that they could drive the global market towards alternative technologies that may not align with U.S. national security interests [6][8]. Group 3: Geopolitical Implications - The U.S. aims to ensure that AI development remains concentrated in the U.S. and its close partners, with policies that include cybersecurity protocols and the exclusion of Chinese hardware from data center supply chains in countries like Malaysia and Brazil [2][5]. - The restrictions could reshape digital infrastructure plans in key regions of U.S.-China competition and turn access to U.S. hardware into a geopolitical bargaining chip [5][6]. Group 4: Specific Country Concerns - Countries like Poland and India are expressing concerns that the new restrictions could hinder their digital infrastructure projects and access to necessary AI chips, with Poland's President discussing the issue directly with U.S. officials [16][17]. - India is being considered as a potential first country to reach a government-to-government agreement with the U.S. regarding AI chips, which could facilitate technology access [17].
深度|美国AI芯片限制或遭反噬,科技巨头联合多国逼宫特朗普,是否能打破芯片枷锁?