Sales of semiconductors to most countries around the world will be capped at the equivalent of 50,000 graphics processing units (GPUs), though governments can increase that maximum by agreeing to align their technology rules with the U.S. Firms and labs in 18 allied countries and partners, including Canada, won’t face restrictions. (The Logic)

Talking point: The Biden administration has been rolling out ever-tighter curbs on the sale of the most powerful chips to China to limit its ability to develop advanced AI. The new rules announced Monday don’t directly target Beijing, but are designed instead to limit Chinese firms from circumventing restrictions by buying chips via other countries. They will also give the U.S. more control over how AI develops in the many countries it considers neither allies nor adversaries—labs in those places will be able to get the hardware they need to develop their own technology, but not the most advanced frontier models. Nvidia, the leading GPU maker, claimed the new rules won’t help with security and will undermine U.S. AI leadership.