U.S. proposes new rules requiring allies to invest in or guarantee security for AI data centers to receive large shipments of advanced chips.

The U.S. is considering new export rules requiring foreign nations to invest in American AI data centers or provide security guarantees before receiving large shipments of advanced AI chips, expanding oversight to allies. The draft framework, under discussion by the Trump administration, would mandate licensing for orders of 200,000 or more chips, with smaller shipments under 1,000 also potentially requiring review if used in large clusters. The move, aimed at strengthening national security and tech dominance, could trigger site visits, usage monitoring, and government-to-government assurances. While not yet finalized, the proposal reflects a significant shift from previous policies and has sparked concern over diplomatic strain and global AI development delays.