America’s AI chip rules keep changing — and the rest of the world is paying the price

The Biden administration published an AI diffusion framework in January 2025 meant to take effect in May 2025.

The Trump administration rescinded that rule, ordered non-enforcement, and later withdrew a planned replacement.

Industry experts say the resulting uncertainty is leaving exporters and cloud providers unsure how to plan future AI hardware deployments.

Nvidia holds about 81% of data-center chip revenue, giving U.S. suppliers significant market leverage.