Trump Is Scrapping AI Export Limits for 120 Nations… But China’s Still Banned

Have you ever had a new manager walk into the office and immediately rearrange everyone’s desks just to “make it their own”? That’s pretty much how U.S. presidencies work now. Doesn’t matter if the last guy’s plan was working or not… straight to the shredder. Obama had Obamacare (which no matter which way you lean, you have to admit was a disaster), Trump tried to get rid of it. Biden came in like Bob the Builder, patched things up, and now Trump’s back yelling: “All of Sleepy Joe’s policies were a disaster, total disaster, we’re throwing them out. We’re doing something much better, much smarter. People are telling me, 'I’ve never seen anything like your policies.’”

And now there’s a new Biden policy that’s going into the shredder. Here’s the lowdown: Biden’s AI export policy was set to kick in May 15 and had more tiers than a wedding cake. Tier 1 countries (allies) got full access to America’s best AI chips. Tier 2 countries (India, Malaysia) got capped. Tier 3 (China, Russia, etc.) got the full “absolutely not” treatment. The whole point was to keep China from sneakily vacuuming up top-tier U.S. tech through backdoor channels, while still letting our allies play with the cool AI toys… responsibly, of course.

Sounds reasonable on paper… until it ran face-first into the federal bureaucracy. Trump’s camp took one look and called it what it was: “overly complex, overly bureaucratic, and guaranteed to choke American innovation.”

So of course, Trump’s taking a sledgehammer to Biden’s AI chip export framework. And reports are, he’s pulling the plug before it even activates. Instead of a universal policy, Trump’s team wants to get rid of the “one size fits all strategy” and cut custom deals with countries like Saudi Arabia and the UAE. Yes, you heard that right. It’s now AI arms deals a la carte. The plan is: You get chips, you get chips… oh wait, are you selling them to China? You’re dead to me!"

This “negotiation-based” approach will apparently let American companies (like Nvidia) breathe easier while still smacking down on Chinese military tech ambitions. And in regards to CHI-NA… Oh, don’t worry. Trump’s still giving China the cold shoulder. Nvidia’s $5.5B H20 chip was already banned from Chinese markets, and those restrictions are still very much in place. The AI Diffusion Rule may be dead, but Big Brother is still watching… especially if your datacenter has Mandarin on the front door.

At the same time, countries like Malaysia and Thailand (previously at risk of chip export smackdowns) get a temporary pass. Oracle’s mega datacenter in Malaysia might just get the green light it was waiting for. For now. Look, replacing a global framework with dozens of bilateral deals might sound flexible… until you realize it’s like trading one big highway for 40 dirt roads that all require toll negotiations. And maps. And possibly camel convoys if you're in the Gulf.

Every country’s going to want “special treatment,” which means American tech firms might need legal teams just to ship GPUs. Not exactly plug-and-play. Trump’s strategy is classic: blow up the old system, promise a simpler one, and figure it out later.

Sure, this could “unleash American innovation,” as the Commerce Department says. Or it could unleash a regulatory blender where every country wants a bite of the chip pie and American CEOs are left asking, “Wait, which AI rule are we following again?”

Either way, this move tells us one thing: the global AI arms race is heating up fast… and America’s trading blueprints for backroom deals.

PS: It’s a mess out there.

One day the market’s ripping, the next day it’s Black Monday all over again. Recent earning’s reports have been a total coin flip. One stock beats and explodes 30%… the next misses by a penny and gets sent to the Shadow Realm. And through it all, everyone’s begging for Jerome Powell to finally cave and cut rates.

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We’re seeing violent price action. Especially in the small-cap space, where low floats and high anxiety are creating the perfect recipe for 100%+ pops before lunchtime. Some of these names are moving 200%+ in under 24 hours… and to our knowledge, NO ONE else is covering them.

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