{"id":3037,"date":"2025-05-18T10:01:00","date_gmt":"2025-05-18T08:01:00","guid":{"rendered":"https:\/\/kraftscharling.dk\/?p=3037"},"modified":"2025-05-16T12:32:43","modified_gmt":"2025-05-16T10:32:43","slug":"ai-chips-limitations","status":"publish","type":"post","link":"https:\/\/kraftscharling.dk\/en\/ai-chips-begraensninger\/","title":{"rendered":"The US Lifts AI Chip Restrictions"},"content":{"rendered":"<p><em>Less than five months after imposing restrictions on the sale of AI chips, the US has now lifted them again. This is mainly due to the fact that the previous rules proved impossible to enforce. At the same time, a new picture may be emerging of which countries the US considers allies.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Chip restrictions were introduced at the beginning of the year to secure the US\u2019s global AI leadership\u2026<\/h2>\n\n\n\n<p>In its penultimate week, the Biden administration decided on the <a href=\"https:\/\/www.whitehouse.gov\/briefing-room\/statements-releases\/2025\/01\/13\/fact-sheet-ensuring-u-s-security-and-economic-strength-in-the-age-of-artificial-intelligence\/\">\u201cFramework for Artificial Intelligence Diffusion\u201d<\/a> (FAID). The plan imposed limits on how many advanced chips various countries could purchase. These limits depended on <a href=\"https:\/\/kraftscharling.dk\/en\/sale-of-ai-chips-is-limited-to-close-allies\/\">how close an ally a country was considered to be, as well as<\/a> whether it would support US chip restrictions against third countries. The plan was created at the request of Big Tech and in consultation with the incoming Trump administration. It was regarded as one of the US\u2019s most important geopolitical tools.<\/p>\n\n\n\n<p>But on May 7, the Trump administration announced that it was repealing FAID. This came after a three-hour Senate hearing with Sam Altman (OpenAI), Lisa Su (AMD), and Brad Smith (Microsoft). The AI industry had previously urged lawmakers to establish guidelines for AI development so that safety would not become a concern.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">... but was repealed again in May because it is impossible to enforce in practice<\/h2>\n\n\n\n<p>However, the industry has now completely changed course. This shift happened especially after JD Vance warned Europeans at the AI Action Summit in Paris in February that <a href=\"https:\/\/lk.usembassy.gov\/remarks-by-vice-president-vance-at-the-artificial-intelligence-ai-action-summit\/\">\u201cthe AI race is not going to be won by hand wringing about safety\u201d<\/a>.<\/p>\n\n\n\n<p>The repeal is not only due to concerns about hindering AI development. The measures also proved unenforceable in practice. China in particular circumvented the sanctions either by purchasing AI chips through intermediaries or by leasing access to offshore data centers using such chips. This made it possible, among other things, for China to develop DeepSeek.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Circumvention occurred primarily because the 120 countries that fell under category 2 of the restrictions did not comply with the rules. This includes India, Malaysia, Singapore, and the UAE, whose data protection laws obstructed effective monitoring of rule compliance.\u00a0<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">New Rules are Likely Just as Impossible to Enforce<\/h2>\n\n\n\n<p>The Trump administration is now considering new rules with the same goal: ensuring that the US remains the world\u2019s leading AI power. The new rules are intended to be simple, so that compliance can actually be monitored.\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ASML\u2019s export ban on EUV machines has been effective so far. This is primarily because each machine weighs 100 tons and is therefore sold only to a few easily traceable buyers.\n<ul class=\"wp-block-list\">\n<li>However, the ASML ban is likely only a temporary reprieve. The sanctions have significantly increased China\u2019s investment in developing advanced chips.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>By contrast, EUV chips weigh and occupy almost no space, which made tracking and enforcement virtually impossible.<\/li>\n\n\n\n<li>Finally, it proved unfeasible to monitor which companies purchased access to data centers using EUV chips.\n<ul class=\"wp-block-list\">\n<li>In Johor, Malaysia, neighboring Singapore, data center capacity has grown from 10 MW in 2021 to over 1,500 MW by the end of 2024. AWS, Google, Microsoft, and Oracle are building these data centers and renting capacity to local firms.<\/li>\n\n\n\n<li>In the same city, ByteDance has established a presence with research and data center inquiries.\u00a0<\/li>\n\n\n\n<li>China\u2019s share of NVIDIA purchases dropped from 22% in 2022 to 13% at the end of 2024. But during the same period, sales to Singapore surged to 18%.<\/li>\n\n\n\n<li>It\u2019s estimated that only 2% of Singapore\u2019s chips are used locally, suggesting that Singapore has become a nexus for trans-shipment and invoice routing.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>In other cases, NVIDIA\u2019s high-end chips have been sold to small Indian companies that almost exclusively re-export them to Russia.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">As a Result, the US Is Now Selling Large Quantities of AI Chips to Countries Previously Ineligible<\/h2>\n\n\n\n<p>Following the repeal of FAID, <a href=\"https:\/\/apnews.com\/article\/nvidia-jensen-huang-ai-saudi-arabia-1c9de67f0bf962782af090b0bc862a3b\">NVIDIA will now send 18,000 AI GPUs (H20) to Saudi Arabia\u2019s state-owned AI company, Humain<\/a>. This was announced by Jensen Huang at the Saudi-US Investment Forum in Riyadh.<\/p>\n\n\n\n<p>Yet Saudi Arabia was not initially included in FAID\u2019s list of Tier 1 countries.<\/p>\n\n\n\n<p>Saudi Arabia has long harbored ambitions to become a destination for data centers and to build its own domestic AI infrastructure. That was a major reason behind its announcement of plans to invest $1 trillion in the US over the next ten years, in response to Trump\u2019s America First Investment Programme.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">A Deeper Paradigm Shift: A Free-for-All Where \"Only the Biggest is Beautiful\"<\/h2>\n\n\n\n<p>At the May Senate hearing, Brad Smith stated that the pressure to innovate must remain intense because \u201cAI is a race that no company or country can win by itself.\u201d He added: \u201cInnovation will only go fast with more infrastructure, faster permitting and more electricians.\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"714\" src=\"https:\/\/kraftscharling.dk\/wp-content\/uploads\/image-1024x714.png\" alt=\"The original curbs on which countries were entitled to buy advanced AI chips\" class=\"wp-image-3040\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>","protected":false},"excerpt":{"rendered":"<p>Under 5 m\u00e5neder efter at have indf\u00f8rt begr\u00e6nsninger p\u00e5 salg af AI chips, har USA nu atter oph\u00e6vet disse. Det sker is\u00e6r, fordi de hidtidige regler var umulige at h\u00e5ndh\u00e6ve. Men der kan samtidig tegne sig et nyt billede af hvilke lande, som USA anser for allierede. Chips begr\u00e6nsninger blev indf\u00f8rt i starten af \u00e5ret [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3038,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[24,29,35],"tags":[],"class_list":["post-3037","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-geopolitik","category-topledelse"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>USA oph\u00e6ver AI chips begr\u00e6nsninger - Kraft Scharling<\/title>\n<meta name=\"description\" content=\"USA har oph\u00e6vet begr\u00e6nsningerne for salg af AI chips. 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