US rule would curb Chinese AI firms’ overseas Blackwell rentals, per @rohanpaul_ai citing The Information

According to @rohanpaul_ai, citing The Information, a US Commerce Department rule would target Chinese AI firms’ overseas chip rentals by requiring export licenses for Blackwell and newer Nvidia chips in seven countries: Singapore, Malaysia, Thailand, Indonesia, Brazil, Norway and South Africa. The post says buyers would disclose chip recipients and workloads and accept ongoing monitoring, targeting both remote access and smuggling.