US rule would require export licenses to rent Blackwell chips via data centers in 7 countries
patrickmineault · x · 2026-11-12
Per The Information, the U.S. Commerce Department's new rule would stop Chinese AI firms from renting Blackwell and newer Nvidia chips through data centers in Singapore, Malaysia, Thailand, Indonesia, Brazil, Norway and South Africa, by requiring export licenses for those countries.
Buyers there must disclose who receives the chips and what they will run, then accept ongoing monitoring — targeting both physical and remote usage — closing the third-country detour Chinese firms could use to access the latest GPUs.
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