export controls Archives - GPU Insights

Sovereign AI and US Export Controls 2026: How the Chip Security Act, BIS Rules, and Bifurcated GPU Stacks Reshape Enterprise Procurement

Chip Security Act 2026 is no longer a Beltway abstraction for ML infrastructure teams. Between the January 2025 AI diffusion framework (Federal Register 2025-00636), its May 2025 rescission, the January 2026 China licensing pivot, and bipartisan momentum behind H.R. 3447, the US regulatory landscape has shifted from binary embargoes toward tiered access, location verification, and … Read more

NVIDIA AMD AI chips in 2026: Blackwell, MI400, Gaudi & export rules

Updated: May 12, 2026. Technical disclaimer: Specifications, cloud SKU names, and regulatory thresholds cited here reflect public sources as of this publication date and can change without notice. This article is infrastructure analysis—not financial, legal, or export-compliance advice; validate with vendors, counsel, and primary government filings before capex or shipments. Throughout, we use the shorthand … Read more