## New US rules for AI accelerator exports The United States has defined new rules for the export of AI and HPC (High Performance Computing) accelerators developed in America. The new provisions allow the shipment of GPUs such as AMD MI325X and Nvidia H200 to Chinese companies, but only if the manufacturers of these chips fully meet the demand of American customers and comply with all other requirements imposed by the U.S. Department of Commerce. ## Market implications The new rules could have a significant impact on the AI accelerator market. On the one hand, Nvidia and AMD, thanks to their production capacity and dominant position, could benefit from these new provisions. On the other hand, smaller manufacturers may find it difficult to compete, having to meet stringent requirements and manage domestic demand before being able to export to China. In general, the semiconductor sector is subject to continuous regulatory changes, especially in an increasingly complex geopolitical context. Companies must therefore adapt quickly to remain competitive and compliant with international laws.