Nvidia(US:NVDA) 是说芯语·2025-05-14 01:47Core Viewpoint - The article discusses the recent guidance issued by the Bureau of Industry and Security (BIS) regarding the export controls on AI chips, particularly targeting Huawei's Ascend chips and the implications for U.S. companies and global partners [3][4][20]. Group 1: BIS Guidance Overview - BIS announced the repeal of the Biden-era AI diffusion rules, indicating a shift in U.S. policy towards stricter export controls on AI technology [4][20]. - The first guidance states that using Huawei's Ascend chips anywhere in the world violates U.S. export controls, effectively pressuring third countries to choose sides between Huawei and NVIDIA [4][21]. - The second guidance warns U.S. companies about the risks of using American AI chips to train Chinese models, highlighting potential legal implications [16][21]. Group 2: Legal and Compliance Implications - The guidance serves as a non-binding advisory, indicating how BIS interprets existing export regulations, but lacks the force of law unless incorporated into formal regulations [5][19]. - The concept of "knowledge" is crucial in determining compliance, where companies could be penalized for knowingly using Huawei chips [7][19]. - The third guidance focuses on protecting supply chains from transshipment risks, acting more as a compliance reminder than a legal obligation [18][21]. Group 3: Strategic Objectives - The U.S. aims to maintain its technological leadership by promoting American technology globally while restricting Chinese technology access [9][12]. - The guidance reflects a broader strategy to ensure that U.S. allies adopt American technology, thereby reducing reliance on Chinese alternatives [10][12]. - The recent political maneuvers, including high-profile visits to Saudi Arabia and the UAE, signal a coordinated effort to expand NVIDIA's market presence while discouraging Huawei's influence [13][20].