8legs: U.s. department of commerce bureau of industry and security

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Analyzing Washington's new AI accelerator export rules — smaller manufacturers suffer while Nvidia and AMD will reap the rewards

The U.S. DoC issued new export controls that allow limited AI accelerator exports to China under strict licensing.
Exports are allowed only if U.S. demand is fully met and shipments to China don’t exceed U.S. shipments to American entities.
Third-party testing by a U.S.-based lab is mandatory for every shipment.
KYC and end-use disclosures must be provided if hardware is used in IaaS environments.
Smaller chipmakers face higher costs and longer waits under the new regime.
The policy aims to preserve U.S. leadership while allowing some access to restricted capabilities.
The rules apply differently outside China, treating Europe and other markets normally.
Nvidia and AMD stand to benefit from these export rules in select cases.
Export licenses require compliance with performance and bandwidth thresholds.
The changes include a requirement for Know Your Customer procedures and end-use controls.

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