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The U.S. is evaluating stricter export rules for AI chips, which may necessitate foreign investments in U.S. data centers or security guarantees for large shipments of 200,000 chips or more. For orders of up to 100,000 chips, intergovernmental assurances could be required.

The U.S. Commerce Department confirmed discussions on new rules while indicating a shift away from previous Biden administration policies. Concurrently, shares of major chip companies like NVIDIA, AMD, Intel, and others have declined, with NVIDIA down 0.68% and Intel down 3.06%.