Trump The bowl of tremors from artificial intelligence

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If there is any doubt that political geography has played a major role in the wealth of the American artificial intelligence industry, so do not look beyond the last height in the wealth of the pioneering NVIDIA chips.

The market value of the company increased by more than half a trillion dollars within a week against the backdrop of the American policy that seemed to the needs of the country’s artificial intelligence companies. At first glance, this may seem like a strong “purchase” sign for us, but the effect of infection on technical stocks is one of the most irregular opening of the White House Trump makes such optimism premature.

The Wall Street hot chips series has started with news that the new administration is about to suspend the measures designed to slow the spread of advanced artificial intelligence around the world. The alleged prevalence base of artificial intelligence, which was announced late in Biden’s presidency, was scheduled to enter this week, restricting the free sale of the most sensitive intelligence technologies to 18 US allies.

Most other countries, which were sent to “Second Level” mode, could have only reached a limited number of artificial intelligence chips. More importantly, the plans for the leading models were also prohibited from exporting to these countries, while maintaining the training and operation of the most advanced artificial intelligence within the narrow circle of countries. Lifting these restrictions not only indicates possible new markets for American technology, but may give us artificial intelligence companies in determining the optimal location of their processes, and perhaps even lead to advanced artificial intelligence.

This news was followed at the beginning of this week with a significant decrease in the severe import tariff imposed last month on China. A day later, the timing of simultaneous time with the Middle East visit by Trump, NVIDIA shares got another large elevator like the company Declare A big deal to sell the most advanced data center chips to the Kingdom of Saudi Arabia.

It seems that the US policy in the trends that seem to prefer the leading artificial intelligence companies is like welcoming Silicon Wadi. However, away from the settlement, the main parts of the technical policy of the new administration are now in the air. This makes them vulnerable to horse trade among different interests in the White House, as well as the president’s whim.

The areas of uncertainty include how the alternative AI’s prevalence. The new administration may have shown an openness to countries such as Saudi Arabia and the United Arab Emirates, which are now in a large line of NVIDIA chips-but are still considering the additional restrictions needed to prevent the re-export of sensitive American technology to China.

At the same time, it is He appears To work on a new tariff system for semi -conductors. Export restrictions on direct sales of artificial intelligence potatoes to China remain a moving goal. A month ago, the market value in NVIDIA decreased by 370 billion dollars in three trading sessions only after it revealed the latest elements of its sales control in China. This brought Nadir to its stock – before, that is, the most appropriate moves in Washington that have since helped send the price to approximately 40 percent.

At least, the signal from the Middle East this week was that the United States is very open to unrestricted artificial intelligence work with its favorite allies, and technology companies have shown that they are more than willing to apostasy through any open door provided to them. Countries like Saudi Arabia may have a long way to develop the broader skills and technical capabilities that they aspire to, but at least they have abundant supply of energy and cash.

It is difficult to predict the expectations of opening other markets. Since the United States is trying to reach a set of new commercial deals, there is a risk that access to its advanced technology will become another mortgage in negotiations.

Meanwhile, American technology investors may take an additional heart from Washington warning For international customers, not buy the latest ASCEND data center chips from Huawei. In practice, there are not many signs that are a market so far for these chips outside China. To judge the pace of recent developments, perhaps this will not always be the case. At some point, Chinese open AI models that are set on a more advanced generation of Chinese artificial intelligence chips can come to represent an applicable alternative to global markets. The question, at that point, is whether Washington has already done enough to include local artificial intelligence in all the interests of interest.

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