Trump whiplash jolts AI

Open the White House viewing newsletter for free

Your guide to what Trump’s second term for Washington, Business and World

If there is any doubt that geopolitics have come to a foreign player to play a foreign role in the US artificial intelligence industry, not farther than the last roundabout.

The cost of the company’s stock exchange has just increased over half a trillion in a week, in the back of US policy, which seemed to the needs of the country’s AI. At first glance, which can be like a strong “buyer” signal for the US AI, but the effects of technological shares have been optimistic about such optimism during the absurd opening months of Trump.

The hot tape of the Chipmaker in Wall Street began with the news that the new administration was going to stop the resources developed to slow down the spread of the world’s advanced AI. The so-called Ai Diffusion Rul, who has been announced by Biden’s presidency, will limit the free sale of the most terrified US technologies to the United States to enter into force this week.

Most other countries have been delivered to the “status of two level status”, only the limited supply of AI chips would be available. It is important that the projects of leading models would also be banned from exporting these countries, while maintaining the most advanced AI courses inside the narrow surroundings of the countries. The increase in these restrictions simply notes the possible new markets for US technology, but can give us ai companies to determine the optimal place for their operations, perhaps even an advanced AI optimization.

The news was followed by a significant reduction in high importance of imported imports in the last month. One day later, and on time coincided with Trump’s visit to the Middle East, the NVIDIA’s shares received another large lift as the company received proclaim Great deal with its most advanced data center chips – Saudi Arabia.

In the directions in the US policy, which seem to be favorable by his leading AI companies, as if they are welcomed for the Silicon Valley. However, far from the solution, the main parts of the new management technology policy are now officially up in the air. It leaves them vulnerable to various fascinating groups of the White House, as well as in the president’s own whims.

Areas of uncertainty include what a substitute AI spread rule will be like. The new administration can open an openness for countries like Saudi Arabia and UAE, which are currently in line with the large batch of NVIDIA chips, but it still needs additional restrictions to prevent US-sensitive restrictions in China.

At the same time, that appears Work for semiconductors on a new comprehensive tariff regime. And export restrictions on direct sales of AI chips continue to be a moving target. A month ago, the NVIDIA market cap was a sharp 370 billion dollars in only three trading sessions, after it revealed the latest Sales of China. It brought Nadir for its shares, that is, the more favorable steps in Washington, which from the beginning to send the price back to about 40 percent.

In any case, the signal from the Middle East this week is that the United States is open to unlimited AI business, and its technology companies have shown that they are more than ready through any open door. Countries like Saudi Arabia can have a long way to develop wider technological skills and opportunities they want, but at least they have abundant energy and cash.

It is difficult to predict the prospect of opening other markets. As the United States is trying to reach a number of new trade transactions, there is a risk that its advanced access to its advanced pawns will become a pawnshop in the talks.

US technology investors, meanwhile, can take extra heart from Washington warning The latest chips of the Ascend Data Center from Huawei did not buy international customers. In practice, there is no large number of signs, which is still a market outside of China for these chips. This is probably not always to judge to judge at the recent progress rate. At some point, the Chinese AI models are opened to work on a more advanced generation of Chinese AI chips, a viable alternative in world markets can come. The question, at that moment, will Washington have already done its households enough in all markets.

Richard.waters@ft.com: