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The U.S. Department of Commerce is drafting new export control regulations aimed at tightening AI chip export licensing requirements for multiple countries. The proposed rules would restrict Chinese AI companies from renting computing power powered by NVIDIA's Blackwell and newer-generation chips through data centers in those countries. Under the measure, purchasers in the countries concerned would be required to disclose the end users and intended purposes of the chips and to accept ongoing supervision, in an effort to prevent Chinese companies from circumventing restrictions through remote access to overseas data centers or chip transshipment. The measure remains in the proposal stage, and both the implementation timeline and the final scope of application are still unclear.
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