TechCrunch News 07月24日
Trump’s AI Action Plan aims to block chip exports to China but lacks key details
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美国特朗普政府发布AI行动计划,旨在巩固其在全球AI领域的领导地位,同时限制竞争对手的发展。计划强调加强AI芯片的出口管制,提出通过“创造性方法”来验证芯片位置,并呼吁政府部门与AI行业合作。同时,美国寻求与盟友协调出口管制政策,以防止他国“搭便车”。然而,该计划在具体实施细节上仍显模糊,例如如何建立全球联盟、如何协调出口限制以及如何落实芯片位置验证等。此前,政府在出口管制策略上曾出现反复,如对向中国销售AI芯片的政策调整。该计划的落地仍需时间,未来可能通过行政命令等方式进一步明确。

🇺🇸 美国政府将AI技术视为国家战略重点,目标是保持全球领先地位,并防止潜在对手利用其创新成果。AI行动计划旨在通过加强出口管制等方式,维护美国的竞争优势。

⚙️ 为了实现这一目标,计划提出加强AI芯片出口管制,并探索“创造性方法”来验证芯片的实际位置。这包括政府部门(如商务部、国家安全委员会)与AI产业界合作,共同制定和执行相关政策。

🤝 美国政府认识到国际合作的重要性,计划呼吁与其盟友协调AI芯片的出口管制政策。目标是鼓励盟友同步执行美国制定的控制措施,并阻止他国利用盟友的开放政策来规避限制,例如通过“外国直接产品规则”和“二次关税”等工具实现国际协调。

⏳ 尽管AI行动计划勾勒了未来AI芯片出口管制的框架,但其在具体执行层面仍存在诸多不确定性。例如,如何建立有效的全球联盟、如何细化出口限制措施以及如何落实芯片位置验证等细节尚未明确,暗示相关政策的实施将是一个长期且复杂的过程。

The Trump administration wants its AI technology to be considered an industry leader both on home soil and abroad. But it also doesn’t want the U.S.’s AI prowess to empower or embolden a foreign adversary.

That’s quite the balance to strike.

If President Trump’s AI Action Plan, which was released on Wednesday, is any indicator, the administration seems to still be figuring out the right course of action to achieve those goals.

“America currently is the global leader on data center construction, computing hardware performance, and models,” the plan stated. “It is imperative that the United States leverage this advantage into an enduring global alliance, while preventing our adversaries from free-riding on our innovation and investment.”

The plan mentions strengthening AI chip export controls through “creative approaches” followed by a pair of policy recommendations.

The first calls on government organizations, including the Department of Commerce and National Security Council, to work with the AI industry on chip location verification features. The second is a recommendation to establish an effort to figure out enforcement for potential chip export restrictions; notably, it mentions that while the U.S. and allies impose export controls on major systems required for chip manufacturing, there isn’t a focus on many of the component sub-systems — a hint at where the administration wants the DOC to direct its attention.

The AI Action plan also talks about how the U.S. will need to find alignment in this area with its global allies.

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“America must impose strong export controls on sensitive technologies,” the plan states. “We should encourage partners and allies to follow U.S. controls, and not backfill. If they do, America should use tools such as the Foreign Direct Product Rule and secondary tariffs to achieve greater international alignment.”

The AI Action plan never gets into detail on exactly how it will achieve Al global alliances, coordinate with allies on export chip restrictions, or work with U.S.-based AI companies on chip location verification features. Instead, the AI Action plans lay out what foundational building blocks are required for future sustainable AI chip export guidelines, as opposed to policies implemented on top of existing guidelines.

The upshot: chip export restrictions are going to take more time. And there’s ample evidence, beyond the AP Action plan, to suggest it will. For instance, the Trump administration has contradicted itself multiple times on its export restriction strategy in the past few months — including just last week.

In July, the administration gave semiconductor firms, like Nvidia and AMD, the green light to start selling AI chips they had developed for China, just months after rolling out licensing restrictions on the same AI chips that effectively pulled Nvidia out of the Chinese market.

The administration also formally rescinded the Biden administration’s AI Diffusion Rule in May, just days before it was supposed to go into effect. The AI Diffusion rule put a cap on how much  AI computing capacity some countries were allowed to buy.

The Trump administration is expected to sign multiple executive orders July 23. Whether these will contain detailed plans on how it will reach its goals is unclear.

While the AI Action Plan talks at length about figuring out how to expand the U.S. AI market globally, while maintaining dominance, it’s light on the specifics. Any executive order regarding chip export restrictions will likely be about getting the proper government departments together to figure out a path forward, as opposed to formal guidelines, quite yet.

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AI芯片 出口管制 特朗普政府 国际合作 科技战略
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