Bloomberglaw

US Moves to Close AI Chip Loophole for China Firms Abroad: Rtrs

Seoul Economic Daily

US Closes AI Chip Export Loopholes as Hundreds of Thousands Flow to China

Tom's Hardware

US closes loophole that allowed Chinese-owned subsidiaries located outside China to buy AI chips — report claims that hundreds of thousands of advanced AI chips have been acquired through BIS blind spot

Reuters

US takes step to halt Nvidia AI chip shipments to Chinese firms outside China

Firstpost

US moves to block Nvidia and AMD AI chip shipments to Chinese firms operating overseas

Al Jazeera

US says ban on AI chip shipments applies to Chinese firms outside China

BISgov

Guidance Regarding Enforcement of License Requirements for Advanced Computing

LarkDavis

AIElecX

NuryVittachi

SputnikInt

ChrisRMcGuire

South China Morning Post

US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries

AsiaOne

Metaculus

When Nvidia's market cap >$10T?

Centre for Economics and Business Research

Capital Economics

S&P Global

Goldman Sachs

George Magnus

Eswar Prasad

Nathan Sheets

Desmond Lachman

Statista

Rob Subbaraman

JCER

Chris Giles

Global Times

"China's nominal gross domestic product is unlikely to surpass that of the U.S. in the next few decades."

"This idea of China becoming the world's biggest economy may not happen, actually."

"China probably won't ever overtake the US economy on a sustained basis."

"The likelihood of the prediction that China's GDP will one day overtake that of the U.S. is declining."

"China is forecast to overtake the U.S. as the world’s largest economy by around 2035."

"China will overtake the US as the world's top economy in about 2035 with a high probability."

"[T]he size of China's economy in USD terms will overtake the US in 2028."

"China will overtake the United States to become the world's biggest economy in 2028."

Will China's GDP Overtake the US, And If So When?

Andrew Ng

Eric Schmidt

Chuck Schumer

Brad Smith

Nestor Maslej

Ruth Porat

Ylli Bajraktari

Bruegel

National Security Commission on Artificial Intelligence

Brandon J. Weichert

Clement Delangue

Zhou Hongyi

Joseph Tsai

Huey-Meei Chang

Craig S. Smith

Jeffrey Ding

Ray Perrault

Susana Martinez

Niall Ferguson

Larry Elliot

Marcel Munch

Pavel Durov

John Rush

"I think, today, [China is] probably two years behind the top [AI] models [from the US]."

"Where China sits [in AI], I think, is very far behind the US."

"The United States is in a strong position to win the essential [AI] race with China."

"China will dominate AI."

"The combination with China's self-made chips + AI infrastructure stack will put China ahead of the US."

China would "undoubtedly come out on top [in the US-China AI race]."

"[I]t seems like the United States is really far ahead [when it comes to generative AI]."

"China will lead the world in AI development."

In 2025, "China will start to lead the AI race (as a consequence of leading the open-source AI race)."

Will China Surpass the US in AI?

The U.S. Commerce Department issued guidance on Sunday clarifying that export licenses are required for advanced AI chips shipped to entities headquartered in China or with Chinese parent companies, even when those entities operate outside China.

The U.S. Commerce Department issued guidance on Sunday clarifying that export licenses are required for advanced AI chips shipped to entities headquartered in China or with Chinese parent companies, even when those entities operate outside China.

The Bureau of Industry and Security (BIS) guidance specifies that data center operators already using advanced computing items are not required to cease using or servicing those systems until further notice from BIS.

The Bureau of Industry and Security (BIS) guidance specifies that data center operators already using advanced computing items are not required to cease using or servicing those systems until further notice from BIS.

The BIS said the licensing requirement was first introduced in November 2023 and predates the Biden-era AI Diffusion Rule, which the Trump administration declined to enforce in May 2025.

The BIS said the licensing requirement was first introduced in November 2023 and predates the Biden-era AI Diffusion Rule, which the Trump administration declined to enforce in May 2025.

After the AI Diffusion Rule was withdrawn, advanced chips including Nvidia's Blackwell processors and AMD's MI350X accelerators were found to have reached Chinese-linked entities via subsidiaries in countries such as Malaysia.

After the AI Diffusion Rule was withdrawn, advanced chips including Nvidia's Blackwell processors and AMD's MI350X accelerators were found to have reached Chinese-linked entities via subsidiaries in countries such as Malaysia.

According to semiconductor supply-chain estimates, hundreds of thousands of advanced chips may have been exported to Chinese-linked overseas entities during the period when the loophole was open.

According to semiconductor supply-chain estimates, hundreds of thousands of advanced chips may have been exported to Chinese-linked overseas entities during the period when the loophole was open.

Nvidia said the new guidance did not change its existing practices, with a spokesperson stating that "licenses are required to ship controlled products to PRC-headquartered companies." AMD did not immediately respond to the guidance.

Nvidia said the new guidance did not change its existing practices, with a spokesperson stating that "licenses are required to ship controlled products to PRC-headquartered companies." AMD did not immediately respond to the guidance.

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Metaculus #

Al Jazeera #2900

This was an overdue move, as Chinese-headquartered firms were routing purchases through subsidiaries in Malaysia, Singapore and elsewhere to sidestep restrictions on Nvidia's most advanced chips. Tying license requirements to a company's headquarters rather than its mailing address is the logical fix to stop that workaround cold.

This was an overdue move, as Chinese-headquartered firms were routing purchases through subsidiaries in Malaysia, Singapore and elsewhere to sidestep restrictions on Nvidia's most advanced chips. Tying license requirements to a company's headquarters rather than its mailing address is the logical fix to stop that workaround cold.

Lark Davis

These export restrictions have already backfired spectacularly. Huawei's Ascend chips are outperforming Nvidia's restricted H20 by up to 150%, and Morgan Stanley projects Huawei could control 62% of China's AI accelerator market by 2026. The U.S. didn't slow China's AI ambitions — it eliminated China's dependency on American chips entirely.

These export restrictions have already backfired spectacularly. Huawei's Ascend chips are outperforming Nvidia's restricted H20 by up to 150%, and Morgan Stanley projects Huawei could control 62% of China's AI accelerator market by 2026. The U.S. didn't slow China's AI ambitions — it eliminated China's dependency on American chips entirely.

Sputnik News

Nury Vittachi

Washington's latest guidance shuts down one pathway for China-linked firms to acquire advanced AI chips abroad, but a larger concern remains. Gaps in export-control enforcement may still allow Chinese companies to access leading-edge chip production through overseas intermediaries. Until regulations are clarified, questions about the effectiveness of U.S. technology restrictions will persist.

Washington's latest guidance shuts down one pathway for China-linked firms to acquire advanced AI chips abroad, but a larger concern remains. Gaps in export-control enforcement may still allow Chinese companies to access leading-edge chip production through overseas intermediaries. Until regulations are clarified, questions about the effectiveness of U.S. technology restrictions will persist.

Chris McGuire

There's a 50% chance that Nvidia's market capitalization will surpass $10 trillion by January 2033, according to the Metaculus prediction community.

There's a 50% chance that Nvidia's market capitalization will surpass $10 trillion by January 2033, according to the Metaculus prediction community.

China's Anthropomorphic AI Regulation

The US-China Conflict

Daniel Ceng/Anadolu/Getty Images

Daniel Ceng/Anadolu/Getty Images

US Tightens AI Chip Export Rules for China-Linked Firms

Artificial Intelligence

China

Science & technology

United States of America

This was an overdue move, as Chinese-headquartered firms were routing purchases through subsidiaries in Malaysia, Singapore and elsewhere to sidestep restrictions on Nvidia's most advanced chips. Tying license requirements to a company's headquarters rather than its mailing address is the logical fix to stop that workaround.

This was an overdue move, as Chinese-headquartered firms were routing purchases through subsidiaries in Malaysia, Singapore and elsewhere to sidestep restrictions on Nvidia's most advanced chips. Tying license requirements to a company's headquarters rather than its mailing address is the logical fix to stop that workaround.

US Tightens AI Chip Export Rules for China-Linked Firms

US Tightens AI Chip Export Rules for China-Linked Firms

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US Tightens AI Chip Export Rules for China-Linked Firms

US Tightens AI Chip Export Rules for China-Linked Firms

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