The Biden administration is contemplating export restrictions on advanced, closed source AI models to China.

A computing power threshold might be set by the Commerce Department to determine export limitations.

Such restrictions could affect major American chipmakers like Qualcomm and Intel.

The US has previously imposed export controls on AI-related processors to China, impacting its AI industry.

There are concerns about the effectiveness of these restrictions due to China's access to open source AI models.

This regulatory consideration is significant for investors, particularly for those in companies heavily involved in the Chinese market.