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US considers tying Nvidia and AMD AI chip exports to foreign investment pledges

Draft rule would require countries to invest in America in exchange for advanced semiconductors

The US commerce department has proposed requirements that nations whose companies want to buy large volumes of Nvidia and AMD chips for AI data centres would have to commit to invest in America.

The draft rule, which could change after an inter-agency review, creates a tiered process for approving exports based on the total computing power of the chips sold to a company.

The top tier would require the home country of buyers to invest in US domestic AI infrastructure, according to people who have read the rule.

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