Under the recently proposed U.S. export rules for advanced artificial intelligence processors, only entities in the U.S. and 18 allied countries can get advanced AI hardware without any restrictions. 120 countries — including both allied nations and foes like China and Russia — will either face restrictions or will be generally prohibited from buying devices like Nvidia's H100 or B200 GPUs for AI and HPC. Among the restricted countries are close allies of the U.S., including Israel, which already called the proposal a major blow.
"This will have a very significant impact on Israel," a market source told CalcalisTech. "Limiting the country's computing power is a major blow. These technologies are already embedded in millions of computers today. Every processor destined for Israel will need approval from a U.S. regulator, delaying research, data center construction, and the provision of cloud services."
