#The U.S. Department of Commerce plans to block Chinese AI companies from remotely renting NVIDIA GPUs

About The U.S. Department of Commerce plans to block Chinese AI companies from remotely renting NVIDIA GPUs

According to a representative post, the U.S. Department of Commerce is finalizing a new export rule aimed at closing the so-called "remote access loophole" that allows Chinese AI labs to rent NVIDIA's advanced GPUs via remote access. Previously, the Democratic Party indicated it would investigate NVIDIA's chip export approval process, and there have been reports that a company associated with Alice Huang invested in DeepSeek and plans to supply it with NVIDIA chips. This rule has not yet been officially implemented, and its actual impact on NVIDIA's China-related revenue and the AI computing power supply chain remains to be seen. It may affect market sentiment toward the semiconductor and AI computing power sectors.