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US imposes export licenses on NVIDIA A100 and H100 chips

NVIDIA disclosed that the US government imposed an immediately effective license requirement for future A100 and H100 exports to China, Hong Kong, and Russia.

CURRENT ASSESSMENT · REVISION 1
AWAY FROM DOOM58confidence 99/100

Why it moved the index

The immediately effective rule constrained access to leading AI-training accelerators over military-end-use concerns and materially affected frontier-compute supply. It restricted specified destinations rather than global development.

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Assessment history

  1. R1
    Away 58 · confidence 99

    New August 2022 binding frontier-compute control absent from the durable corpus.

    12 Aug 2026