Trump Whiplash Jolts AI

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If the US is doubtful in geopolitics of the artificial intelligence industry, the leading AI chipmaker did not look at anything other than the final rise in the lucky AI ChipMaker Nvidia.

The company’s exchange rate has increased a weekly trillion dollar in a week behind the US policy, which is aimed at the needs of the country’s AI companies. At first glance, it may seem like a strong “purchase” signal for the United States, but the technological resources from the wrong opening months of the White House of Trump can cause such optimism.

The ChipMaker’s hot strip in Wall Street began with the suspension of the new leadership to slow down the spread of the world’s leading AI. The AI ​​diffusion procedure, which is extremely entry into force of this week and this week, would limit the free sale of the most sensitive AI technologies.

Most other countries sent to Tieri two status could only be accessed only to a limited supply of AI plugs. It is important for the most advanced models for leading models, we will prevent the teaching and operation of the most developed EU to these countries, and the most developed EU area. The removal of these restrictions does not only indicate potential new markets for US technology, but we can give us something free to solve the optimal location to lead the advanced AI’s offshovial.

The news was followed by a significant reduction in the heavy import tariffs applied in China in the early this week. A day later, in time, Nvidia’s shares took another great elevator in time by the Middle East visit by Trump declared Something is great to sell the most advanced data center plugs in Saudi Arabia.

In favor of the US policy in the United States, the policy in US policy seems to be a pleasant relief to the silicone valley. However, far from settled, the main parts of the new management technological policy are already in the air. This makes them sensitive to horse trade between different groups of interest in the White House, as well as the president’s own whims.

Fields of uncertainty, how will the AI ​​diffusion procedure look. New management, Saudi Arabia and such countries such as NVIDIA plugs can be open to countries in accordance with a large party – but still consider what additional restrictions are needed to prevent re-export of US technology.

At the same time, this visible Working on a comprehensive new tariff mode for semi-presenters. And the limits of exporting directly to the direct sale of AI chips continue to be a moving target. A month ago, the NVIDIA market lid landed in only three trading sessions after the latest controls in China’s sale. This brought a rare rare – before, ie more favorable actions in Washington, because since today it helped to return the price about 40 percent.

At least this week, the signal from the Middle East, the United States has been very open to unrestricted AI’s work and its technological companies have more than ready to be ready to pass them. Countries like Saudi Arabia can be a long way to go to develop more technological skills and opportunities, but at least at least they have energy and cash.

It is more difficult to predict the outlook to open other markets. As the new US trade deals are trying to become a host, there is a risk that the entrance to developed technology will be more envious in the talks.

US Technological Investors can take a heart in addition to Washington at this time warning To not receive the latest Ascend data center plugs from Huawei to international customers. In practice, there is no sign that there is still a market for these chips outside of China. To judge the recent progress with the pace, this will not always be. In a time, China can come to represent a favorable alternative to Chinese AI models, adjustable to work on a more advanced generation of EU chips. The question will be in the meantime, Washington will have sufficient work to place the landlord AI in all markets.

Richard.waters@ft.com