Israel, China, Russia, N.Korea Blocked from Advanced AI Chips Access
Biden administration grants exemptions to 18 trusted allies while tightening controls on strategic rivals

The Biden administration has unveiled a significant overhaul of its artificial intelligence chip export policy, explicitly blocking Israel alongside China, Russia, and North Korea from accessing advanced AI chips, while creating favorable conditions for 18 trusted partner nations. This marks a notable shift in technological trade relationships, particularly with Israel, a longtime U.S. ally.
At the heart of the policy is a nuanced approach to managing advanced computing capabilities. The administration has established a threshold where chip orders with collective computational power up to approximately 1,700 advanced GPUs can proceed without licensing requirements or counting against national caps. This provision particularly benefits universities, medical facilities, and research institutions conducting legitimate research.
Commerce Secretary Gina Raimondo emphasized the dual objectives of the policy: fostering global AI development while safeguarding national interests. "We're creating a trusted global technology ecosystem," Raimondo explained, highlighting the importance of considering evolving AI capabilities and potential adversarial threats.
The White House has expressed particular concern about the potential misuse of powerful AI systems, citing risks ranging from weapons development to sophisticated cyber operations and mass surveillance. These concerns have driven the decision to maintain and enhance restrictions on arms-embargoed nations, particularly regarding access to the most advanced AI models.
Key beneficiaries of the policy include technological powerhouses such as South Korea and Taiwan, along with European allies, the United Kingdom, and Australia. These nations will face no restrictions on chip purchases, reflecting their strategic alignment with U.S. interests and shared commitment to responsible AI development.
The administration has built in a 120-day comment period, allowing industry experts, stakeholders, and partner countries to provide input on the implementation and potential refinements of the policy.
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