US GPU export limits could bring cold war to AI, data center markets [Video]

The Biden export limits, enacted during his last days in office, may drive data center construction to US allies while forcing China and Russia to develop their own AI chips.

Credit: Sushitsky Sergey / Shutterstock

The US Biden administration, during its final week in office, issued a rule limiting sales of powerful AI chips to more than 100 countries, to keep the technology out of the hands of Chinese companies and the military there.

The Biden policy will create a huge AI disparity between the US and its close allies and the rest of the world, some critics contend.

If the rule holds in the new Trump administration, organizations in most countries may be prohibited from buying large numbers of high-powered GPUs used to train and run AI models, although exemptions allow for small-scale sales.

“The fundamental problem here is that these restrictions lock the vast majority of the world and all of the Global South out of the US AI market,” …