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The Trump administration is developing legislation that will condition the export of AI chips on mutual investment frameworks. Companies aiming to purchase 200,000 or more AI chips must invest in US AI data centers or provide security guarantees, allowing export control officials to inspect installation sites.

This represents a shift from prior policies that did not regulate advanced technology sales to allies. Countries already blacklisted, including China, are exempt. However, smaller shipments under 1,000 chips may also require a license, unless manufacturers monitor usage and disable certain connections. Exporting over 100,000 chips will necessitate government involvement for guarantees, similar to current practices in Saudi Arabia.