Core Viewpoint - The article discusses the potential changes in U.S. export restrictions on AI chips, particularly under the Trump administration, which may reverse the Biden-era policies that limited exports to certain countries, including China [2][3][10]. Group 1: Export Restrictions Overview - In January 2025, Biden introduced the "Framework for AI Diffusion," which categorized countries into three tiers to restrict access to high-end AI chips, aiming to maintain U.S. technological dominance [5][6]. - The first tier includes the U.S. and 17 allied countries, allowing unrestricted access to AI chips. The second tier consists of over 120 countries with limited supply quotas, while the third tier includes China, Russia, Iran, and North Korea, which are completely banned from accessing these chips [12]. Group 2: Impact of Policy Changes - The potential rollback of restrictions could benefit U.S. tech companies significantly, with Nvidia already seeing a 3.1% stock price increase following news of the policy shift [15]. - The UAE is expected to invest $1.4 trillion in U.S. technology over the next decade and is negotiating AI chip agreements, indicating a strong interest in U.S. tech partnerships [16]. - Despite the apparent opportunities for China, it is likely that restrictions will remain, pushing the country towards self-reliance in AI chip development to mitigate dependency risks [17].
突发!特朗普要废除 AI 芯片出口限制!网友:才想明白?晚了