The U.S. plans to expand export controls on NVIDIA AI chips, restricting Chinese companies from accessing computing power through overseas data centers.

on November 12, according to The Information, the US Department of Commerce is drafting new export control rules that would impose stricter AI chip export licensing requirements on countries including Singapore, Malaysia, Thailand, Indonesia, Brazil, Norway, and South Africa, aimed at restricting Chinese AI companies from renting computing power via local data centers using Nvidia's Blackwell and next-generation chips.

Under the proposed rules, chip purchasers in the relevant countries must disclose the end users and specific applications of the chips, and be subject to ongoing oversight, to prevent Chinese companies from circumventing US export restrictions through remote access to overseas data centers or chip transshipment.

The measure is currently in the proposal stage, with the specific implementation timeline and final scope of application yet to be clarified.