US restricts Export of AI chips called GPUs (graphics processing units)

The White House said the rule would cap the number of AI chips called GPUs (graphics processing units) that can be ordered by most countries, without a special license, to 50,000. Smaller orders of 1,700 or fewer GPUs would not count toward the export cap. Some 18 US allies, including the UK, Netherlands, and Taiwan, will face no restrictions. Nvidia (NVDA) stock fell as much as 3% early Monday after the Biden administration released an updated export rule aimed at controlling the flow of artificial intelligence to “adversaries” such as China.For reference, Microsoft (MSFT) alone reportedly purchased 485,000 of Nvidia’s Hopper GPUs in 2024 alone, while Meta (META) purchased 224,000 of the AI chips. DO you think that US will win on the trade wars ?