News: 0177372795

  ARM Give a man a fire and he's warm for a day, but set fire to him and he's warm for the rest of his life (Terry Pratchett, Jingo)

Trump Will Rescind Biden-Era AI Chip Export Curbs (reuters.com)

(Wednesday May 07, 2025 @11:15PM (BeauHD) from the red-light-green-light dept.)


According to [1]Bloomberg , the Trump administration [2]plans to revise a set of chip trade restrictions called the "AI diffusion" rule, which were scheduled to take effect on May 15. CNBC reports:

> The rule, which was proposed in the last days of the Biden administration, organizes countries into three different tiers, all of which have different restrictions on whether advanced AI chips like those made by Nvidia, AMD, and Intel can be shipped to the country without a license.

>

> Chipmakers including Nvidia and AMD have been against the rule. AMD CEO Lisa Su told CNBC on Wednesday that the U.S. should strike a balance between restricting access to chips for national security and providing access, which will boost the American chip industry. Nvidia CEO Jensen Huang said earlier this week that being locked out of the Chinese AI market would be a "tremendous loss."



[1] https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate

[2] https://www.reuters.com/business/trump-administration-will-rescind-biden-era-ai-chip-export-curbs-bloomberg-news-2025-05-07/



concept of a plan (Score:3)

by migos ( 10321981 )

So rescind first, then start working on a plan. Hopefully it's not Lutnick or Navarro. If there's one thing worse than tariff, is the uncertainty.

Re: (Score:2, Funny)

by Anonymous Coward

See, that is the plan. We are not going to ban exporting the chips to them. No. We are going to put a big beautiful tariff on them. And China is going to pay. Oh they are going to pay. They have been very unfair to us. Very unfair. A massive trade deficit. If they don't pay up, we will close the store. It's our store. We can choose what to sell in it. No little girl 11 or 9, or 15 needs 37 dolls. 2 or 3 is fine. And pencils? They don't need 250 pencils.

I thought there were shortages? (Score:4, Insightful)

by sirket ( 60694 )

I feel like all we hear about are shortages and backlogs for high end graphics and dedicated AI chips- so where is all this extra export capacity going to come from?

Re: (Score:2)

by Krneki ( 1192201 )

The more we ban chips to other countries, the more and cheaper the chips for us.

Re:I thought there were shortages? (Score:5, Informative)

by smooth wombat ( 796938 )

The more we ban chips to other countries, the more and cheaper the chips for us.

Just like the price of pork fell when China stopped buying from us the last time. Or how beef prices plummeted. Same with all that wine and whiskey Canada is no longer buying.

For those wondering, yes, this is sarcasm.

Re: I thought there were shortages? (Score:2)

by ToasterMonkey ( 467067 )

They're in demand, if you were producing them, why wouldn't you sit on current inventory a little bit and cut production to meet the new, lower volume. IDK, that's what I would do in Sim Chip Fab anyway, but anything's possible.

Re: (Score:2)

by migos ( 10321981 )

These are neutered version of data center GPUs for AI specifically made for China.

Re: (Score:1)

by luther349 ( 645380 )

the reason we have gpu shortages is nivida is litterly only making mostly ai chips.

Geopolitics (Score:2)

by Krneki ( 1192201 )

Someone should tell routers.com that China has been put on the list of hostile nations by NATO.

If you misbehave, no chips for you.

HaHa

-- Nelson

Re: (Score:2)

by Ocker3 ( 1232550 )

You'd think a major news organisation would notice such a thing happen. Back in 2022 the NYT says NATO says that China is a Systemic Challenge, but I don't see anything about a 'list of hostile nations', certainly nothing from 2025. So, how will this stop China from getting US chips?

Re: (Score:2)

by SeaFox ( 739806 )

> routers.com

With this design I'm more likely to believe the owners of this site died 20 years before any concerns about Chinese IT products, but the copyright notice is recent and the domain would have long ago expired.

But think of the (Score:2)

by sit1963nz ( 934837 )

But think of the money we are missing out on.

China is catching up and will eventually be a world leader.

Re: (Score:1)

by luther349 ( 645380 )

it also doesn't matter because shortly after biden did it and like everyone said would happen china made there own ai system that didn't need those chips. deepseek uses like nothing in system resources compared to say open ai.

Re: (Score:2)

by sit1963nz ( 934837 )

And we need the UK and the EU get their act together an start developing , so we have MULTIPLE vendors who can not politicked into back doors, kill switches, blackmail, etc etc etc.

Re: (Score:2)

by HiThere ( 15173 )

You need to research that story a bit more carefully. DeepSeek was impressive, but it was trained on fancy chips. Chips that were imported before there was any ban.

Now this doesn't mean that China won't catch up reasonably quickly, but that particular story was highly overblown.

Re: (Score:3)

by h33t l4x0r ( 4107715 )

Deepseek was trained with Nvidia H800 which is a chip made specifically for the Chinese market to avoid export restrictions. Is it a fancy chip? Arguably.

Re: (Score:2)

by martin-boundary ( 547041 )

You're missing the point. Deepseek is an example of Chinese ingenuity. The chip model is irrelevant.

Anyone who tells you the Chinese are less smart than Americans or too underdeveloped as a country to compete is lying to your face. In this case, they used what was available, and they will continue to do so. You can restrict all the "fancy" chips you like, they will develop competitive systems that make use of restricted resources nonetheless.

How do I know? Because nature has already built AI, and the na

Interesting (Score:1)

by AvitarX ( 172628 )

This feels like concessions because of getting thwomped in a trade war.

If the shortages are no more I'm all for it, but this feels like a non tariff related concession being made after hearing about the impact of trade restrictions from cronies.

Re: (Score:1)

by luther349 ( 645380 )

the problem is trump didnt hold his ground to wall street and shareholders. china would have been forced to the table in a matter of weeks months at the most if he did. you cant start a trade war then show your weakness.

Re: (Score:3)

by AvitarX ( 172628 )

Yeah, but the weakness is that we're a Republic and (probably) have an enforceable constitution.

Without congressional support and barely maybe popular support it wasn't gonna stick (it seems very unlikely that the tarrifs would pass court muster to me).

Re: (Score:3)

by jacks smirking reven ( 909048 )

Trump is a bad negotiator and always has been.

Re: (Score:2)

by MachineShedFred ( 621896 )

You forgot that Trump is weak. He's already caved in several times, ensuring that absolutely nobody is interested in making a "deal" if they can just give him the finger and watch him cave under popular support.

Why do you think China is telling him to get fucked, and keeps officially denying any form of negotiations whatsoever? Don't start what you can't finish, and China can always export all that shit they make to other countries. We can't exactly pivot to other countries for manufacturing in the same

Re: (Score:2)

by MachineShedFred ( 621896 )

Sure.

He had lunch with Jensen Huang from Nvidia.

And now this happens.

Gee, who do you think put this idea in his head? And who do you think just turned a million dollar lunch with an orange asshole into tens of billions of dollars?

Inconsistent (Score:1)

by methano ( 519830 )

This feels so inconsistent to me.

Re: (Score:3, Insightful)

by Junta ( 36770 )

Yeah, it's like someone let him know that Biden imposed export controls that Trump would have likely imposed himself, but just because Biden did it, he has to reverse it.

Re: (Score:1)

by luther349 ( 645380 )

they did it to block china from ai, but china made there own ai without those chips just as good. now its a pointless ban.

Re: (Score:2)

by jacks smirking reven ( 909048 )

Has China changed it's geopolitical stature with us?

The fact they made their own AI has zero to do with whether we continue to allow American companies to directly support their efforts.

You folks thing the economic issues (trade deficits) are the national security issues and the national security issues (China) are the economic issues. That's why Trump is so very ineffective on both of these.

Re: (Score:2)

by MachineShedFred ( 621896 )

Yes, because they absolutely couldn't make it better with better hardware, could they?

Oh well they achieved good results, better just give up!

Re:TDS folks will hate this because of Trump (Score:5, Informative)

by skam240 ( 789197 )

Why would TDS people hate this because of Trump? They love literally anything and everything Trump does, that's why they're deranged.

They'll even tell you the people who stormed congress to try to halt confirmation of an election on their dear leader's behalf were brave freedom fighters. If that's not someone acting deranged then I don't know what is.

Re: (Score:2)

by Rinnon ( 1474161 )

So, as someone who seems to purport to dislike this politicization, am I correct in thinking that you value a neutral, critical thinking, approach that doesn't rely on simple bias and/or dogmatically accepting one side of the of the story as cannon?

Re:TDS folks will hate this because of Trump (Score:4, Informative)

by jacks smirking reven ( 909048 )

Sure, here is some video for everyone.

[1]Video Of Capitol Riot Shown During First Jan. 6 Committee Hearing [youtube.com]

[1] https://www.youtube.com/watch?v=DXnHIJkZZAs

Re: (Score:1)

by Anonymous Coward

Wow this revisionist history bullshit is AMAZING. Absolutely none of what you wrote happened.

1. J6 was in fact already politicized, 45 was shit-talking and whipping the crowd into a frenzy all morning with his cronies.

2. A few misguided people probably thought they were "protecting election integrity" but most of them knew it was a riot/coup and a free-for all to TAKE SENATORS HOSTAGE WITH CUFFS, you dumbass.

3. We all saw this on fucking TV. No, it wasn't a hand--holding KUM-BY-YAH moment, they were sh

Re:TDS folks will hate this because of Trump (Score:4, Informative)

by jacks smirking reven ( 909048 )

Jan6 doesn't happen in a vacuum. [1]Trumps fake electors plot [wikipedia.org] was already well underway and that's what Trump was telling Pence to do which he refused at first and was trying to get him to delay to buy more time on Jan6. That's the real thing that Jan6 was revolved around.

The fake electors plot should have gotten Trump a prison cell and maybe worse. Actual attempted coup and Jan6 was an insurrection. No if's ands or buts about it.

[1] https://en.wikipedia.org/wiki/Trump_fake_electors_plot

Re: (Score:2)

by MachineShedFred ( 621896 )

Right, because people get shot on tours all the time in the US Capitol, right? And hundreds of cops injured?

Fucking simp.

Re: (Score:2, Troll)

by Powercntrl ( 458442 )

We've already proven by electing Trump that we're an unstable trading partner. China isn't going to suddenly abandon their ambitions because we've flip-flopped on the trade issue du jour.

To put it another way: the horse is gone, but Trump is sure having a blast playing with the barn door and telling everyone "This is such a great barn door. A beautiful wood. They just don't build barn doors like this anymore. See, once we get a new horse, a really great horse, it can't get out now! It will stay in the b

Re: (Score:2)

by SmaryJerry ( 2759091 )

They would actually. Chips especially require massive upfront investment, and the payoff is uncertain. If they could instead just buy things for a reasonable price they would slow down at the least and even possibly give up on their own projects.

Re: (Score:2)

by HiThere ( 15173 )

I doubt they'd give it up. They've been working towards being the high-tech country for decades. But they would slow down, and be more efficient in their progress. (I don't think China believes in "move fast and break things"...except occasionally, and the last time didn't work out at all well.)

Re: (Score:2)

by Powercntrl ( 458442 )

China has been on the path to out-innovate the USA for awhile now. This has been going on long before our lawmakers got a whiff of that the USA was starting to smell of something resembling underdog rather than top dog. They're ahead of us in just about every aspect of EV infrastructure, and a Chinese company (DJI) practically has a monopoly on the photography drone market. Very recently, a Chinese-owned social media company also proved to be a bit too popular (and we can't have that, now can we?), so of

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