US Commerce Draft Rule Targets Chinese Firms Renting Blackwell via Third Countries
The US Commerce Department is drafting a rule that would require export licenses for Nvidia Blackwell and newer chips shipped to Singapore, Malaysia, Thailand, Indonesia, Brazil, Norway and South Africa, with buyers disclosing end recipients and workloads under ongoing monitoring. The measure targets both remote compute rental and chip smuggling, extending export controls from hardware trade into cloud leasing.
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Rohan Paul (@rohanpaul_ai) · 2026-11-12 05
The Information: US Commerce dept's new rule would stop Chinese AI firms from renting Blackwell and newer Nvidia chips through data centers in Singapore, Malaysia, Thailand, Indonesia, Brazil, Norway and South Africa by requiring export licenses for those countries.
Buyers there must disclose who receives the chips and what they will run, then accept ongoing monitoring, which targets both remote access and smuggling.
