China’s July 2026 enforcement push on strategic mineral export controls has sent neodymium prices sixfold higher and left European firms with below-25% licensing approval rates.
Tag: export controls
House panel clears bill to subject AI chip exports to weapons-sale review
The House Foreign Affairs Committee advanced the AI OVERWATCH Act 42–2–1, a bill that would require congressional review of advanced chip exports to adversaries and ban Nvidia Blackwell sales to China for two years.
Nvidia faces Warren’s chip-diversion deadline today as DOJ indictments pile up
June 18 is the deadline Senator Warren set for Nvidia to explain why DOJ indictments allege $670 million in GPU diversions to China that CEO Jensen Huang said never happened.
Nvidia declines Senate hearing as Warren sets June 18 deadline on chip diversion probe
Senator Elizabeth Warren has set a June 18 deadline for Nvidia to explain its export control compliance after CEO Jensen Huang declined a Senate hearing invitation and DOJ alleged $510 million in diverted AI chips.
US orders Anthropic to cut off Fable 5 and Mythos 5 for all foreign nationals
The US government issued an export control directive on 13 June 2026 ordering Anthropic to disable Fable 5 and Mythos 5 for all foreign nationals, citing a reported security jailbreak.
Nvidia H200 sales cleared by Washington, blocked by Beijing
The U.S. approved H200 chip sales to ten Chinese firms including Alibaba, Tencent, and ByteDance — up to 75,000 chips each — but not a single unit has shipped as Beijing steers buyers away from American hardware.
Trump’s January chip order rewrites the rules on AI hardware exports
A January 2026 presidential proclamation imposing a 25 percent tariff on imported AI chips, combined with a BIS rule shifting export review of advanced chips from presumption of denial to case-by-case, has restructured who can buy the most powerful AI hardware and on what terms.