Trump rewrites Biden AI chip export rules before diffusion framework takes effect

The Trump administration announces it will revise Biden's three-tier AI chip diffusion framework before it takes full effect, citing concerns from allies and industry. Commerce Secretary Howard Lutnick says the administration will replace the rules with a bilateral licensing system. Nvidia CEO Jensen Huang, who met with Trump at Mar-a-Lago, publicly opposes the diffusion rule. The revision dismantles months of Biden-era export control architecture and signals Trump will pursue a different approach to technology competition with China — one more favorable to US chipmakers seeking Chinese market access.