If countries want to buy American-made AI chips and high-end semiconductors in quantities of more than 200,000, they may need to invest in U.S. AI data centers or security guarantees.

The Trump administration is considering a new series of export rules over access to the most cutting-edge AI accelerators and networking hardware, the administration confirmed last week, akin to similar demands made of foreign companies earlier this year. As with several other major trade policies in recent months, the finer details have yet to be confirmed and are almost certainly subject to change. But this represents the first major attempt by President Trump to replace AI diffusion rules that were instigated by the Biden Administration — and subsequently thrown out by the Trump Administration following the 2024 election.