According to informed sources, the USA is preparing to introduce new regulations aimed at designating certain Technology companies as gatekeepers for the Global distribution of AI Chips. $Alphabet-C (GOOG.US)$ and $Microsoft (MSFT.US)$ This will allow them to provide AI functionalities in overseas Cloud Computing Services without a license, under the condition of adhering to strict reporting requirements and preventing access by Chinese entities. This initiative is part of the Biden administration's strategy to balance promoting AI chip exports with preventing potentially threatening entities from acquiring them.

Details of the new regulations have been revealed for the first time. Although the USA Department of Commerce has not commented on the content or timing of the new regulations, informed sources suggest that the department's plans may still change. Neither Alphabet-C nor Microsoft has responded to inquiries. The new regulations follow the model of the National Security agreement signed by Microsoft and the USA government in April, allowing Microsoft to provide AI technology to specific foreign companies.

The draft stipulates that enterprises not qualifying as "gatekeepers" can apply for licenses to.$NVIDIA (NVDA.US)$and $Advanced Micro Devices (AMD.US)$ Manufacturers are allowed to import a limited quantity of high-end AI Chips. NVIDIA has expressed a willingness to cooperate with the government, while Advanced Micro Devices has yet to respond. Additionally, the new regulations will exempt 19 allied countries, allowing them unlimited use of AI Chips or their functions, while countries subject to nuclear sanctions, such as Russia, Iran, and Venezuela, remain banned from purchasing USA AI Semiconductors.

Earlier this week, the government revealed that it is conducting a final review of the "AI Diffusion" rules, signaling that regulations are about to be announced, which may relate to export limits on AI Chips. The Information Technology Industry Council expressed concerns on behalf of companies such as Advanced Micro Devices and Alphabet-C that the government may not have adequately sought industry input before hastily implementing complex regulations, arguing that this move could change the export control landscape and have widespread Global implications.

The new regulation is an extension of the plan launched in September, which allows pre-approved international Datacenters to receive AI Chips without a license, but they must disclose extensive operational information, including customer details, business activities, access control, and Cybersecurity measures.

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