트럼프 행정부는 고급 AI 컴퓨팅에 대한 원격 접근 관련 구멍을 막기 위해 업데이트된 AI 확산 규칙을 마련 중이며, 업계 공유는 9월까지 가능할 전망이다.

The Trump administration is considering a new AI export control designed to close a loophole in current U.S. trade policy toward China, specifically the PRC’s access to advanced AI compute through remote servers in nearby countries, reports The Information. The proposed rule would target remote access through Thailand and Singapore, jurisdictions not currently subject to the same export controls as China. Should the rule take effect, the Department of Commerce could share it with trade groups to gather feedback as early as September.

The U.S. government has struggled to implement AI export controls since overturning the Biden-era AI Diffusion Rule in early 2025. The AI Diffusion Rule remains in effect, though the Commerce Department has stated it will not enforce it in the interim. In March, the Commerce Department issued a statement outlining a tiered licensing structure for advanced AI chip exports, but revoked the proposal just over a week later due to pushback from the U.S. AI industry. This regulatory mismatch between existing Biden-era rules and new Trump-era proposals has created uncertainty regarding the administration’s plans to curb exports to China.

Meanwhile, Taiwan has taken action against alleged smugglers of Nvidia’s most advanced AI chips destined for China. In July, an Nvidia employee was detained in Taiwan on suspicion of falsifying documents, and just days ago, the Taiwanese government indicted nine people in relation to Supermicro servers being smuggled to China. These enforcement efforts operate alongside export controls primarily governed by 2022-era regulations, which restrict Chinese access not only to advanced AI chips but also to advanced semiconductor manufacturing tools, such as EUV lithography machines. Current U.S. House members have called on the Trump administration to enforce the export controls that Joe Biden introduced as his term concluded in early 2025.

According to The Information, one of the driving forces behind the proposed rule is Moonshot’s Kimi K3 model. In July, Michael Kratsios, Director of the White House Office of Science and Technology Policy, posted on X alleging that Moonshot used distilled U.S. models to train Kimi K3 through Nvidia-equipped servers in Thailand. Kratsios wrote: “We have information that Moonshot AI distilled Anthropic’s Fable for the development of its K3 model. To do this they developed a sophisticated internal platform to conduct large scale distillation against U.S. models, allowing them to quickly switch between multiple methods of…” (July 22, 2026).

If the Commerce Department moves forward with the rule, it is likely to face legal challenges. An attorney at Baker McKenzie told The Information that it is “widely acknowledged” that the Commerce Department cannot enforce a regulation on remote access, noting that the agency has traditionally regulated the transportation of physical goods. Nevertheless, the Commerce Department could potentially crack down on remote access through other avenues, namely through know-your-customer checks. The Biden administration implemented these checks via the Foundry Due Diligence Rule in early 2025, shortly before Joe Biden left office, but the Trump administration has stated it will not enforce the rule.