US Considers Permits for Global Nvidia, AMD AI Chip Sales | Bloomberg Tech 3/6/2026

The US Commerce Department has drafted sweeping regulations requiring explicit approval for global shipments of Nvidia and AMD AI chips, expanding export controls beyond China to all international markets. The move aims to curb advanced semiconductor proliferation. Oracle will slash thousands of jobs amid financial strain from its aggressive AI data center expansion, signaling cost-cutting measures as cloud demand surges. The layoffs reflect broader industry pressures to balance growth with profitability. The Pentagon formally warned lawmakers that Anthropic’s AI products pose supply chain risks, marking the first such designation for a US-based AI firm. The notification escalates scrutiny over domestic AI security vulnerabilities. New export rules would mandate US government permits for AI chip sales worldwide, not just to restricted entities, tightening control over critical tech. This follows earlier China-specific restrictions but now applies universally. The measures highlight growing tensions between economic competitiveness and national security in AI and semiconductor sectors, with global tech firms facing heightened regulatory uncertainty. Analysts expect pushback from industry leaders.