U.S. BIS Advanced Computing Export Controls (Oct 2023)
The U.S. Bureau of Industry and Security expanded controls on advanced AI chips and semiconductor manufacturing equipment, prohibiting sales of GPUs exceeding performance thresholds to China. The rules targeted NVIDIA A100/H100-class chips and required licenses for any chip enabling large-scale AI training. This effectively cut off China's cloud providers and AI labs from the latest U.S.-designed accelerators.
3
Companies cut off
1
At-risk downstream
2
Tiers in cascade
5
Chokepoint links severed
Company Cascade
| Status | Company | Layer | Country |
|---|---|---|---|
| ⛔ Cut off | Alibaba Cloud | CLOUD PROVIDERS | 🇨🇳 CN |
| ⛔ Cut off | ByteDance | CLOUD PROVIDERS | 🇨🇳 CN |
| ⛔ Cut off | Tencent Cloud | CLOUD PROVIDERS | 🇨🇳 CN |
| ⚠ At risk | DeepSeek | AI CONSUMERS | 🇨🇳 CN |
⛔ Cut offAlibaba Cloud
CLOUD PROVIDERS🇨🇳 CN
⛔ Cut offByteDance
CLOUD PROVIDERS🇨🇳 CN
⛔ Cut offTencent Cloud
CLOUD PROVIDERS🇨🇳 CN
⚠ At riskDeepSeek
AI CONSUMERS🇨🇳 CN
✓ 1818 unaffected companies (shown for context)▾
| Status | Company | Layer | Country |
|---|---|---|---|
| ✓ Unaffected | Anthropic | AI CONSUMERS | 🇺🇸 US |
| ✓ Unaffected | Arista Networks | NETWORKING | 🇺🇸 US |
| ✓ Unaffected | AWS | CLOUD PROVIDERS | 🇺🇸 US |
| ✓ Unaffected | Baidu | CLOUD PROVIDERS | 🇨🇳 CN |
| ✓ Unaffected | Cisco Systems | NETWORKING | 🇺🇸 US |
| ✓ Unaffected | CoreWeave | CLOUD PROVIDERS | 🇺🇸 US |
| ✓ Unaffected | CXMT | MEMORY (HBM) | 🇨🇳 CN |
| ✓ Unaffected | Foxconn FII | SERVER ODMs | 🇹🇼 TW |
| ✓ Unaffected | Google Cloud | CLOUD PROVIDERS | 🇺🇸 US |
| ✓ Unaffected | Huawei / HiSilicon | CHIP DESIGNERS | 🇨🇳 CN |
| ✓ Unaffected | Huawei Cloud | CLOUD PROVIDERS | 🇨🇳 CN |
| ✓ Unaffected | Meta | AI CONSUMERS | 🇺🇸 US |
| ✓ Unaffected | Microsoft Azure | CLOUD PROVIDERS | 🇺🇸 US |
| ✓ Unaffected | NVIDIA | CHIP DESIGNERS | 🇺🇸 US |
| ✓ Unaffected | Quanta Computer | SERVER ODMs | 🇹🇼 TW |
| ✓ Unaffected | Vertiv | POWER & COOLING | 🇺🇸 US |
| ✓ Unaffected | xAI | AI CONSUMERS | 🇺🇸 US |
| ✓ Unaffected | YMTC | MEMORY (HBM) | 🇨🇳 CN |
✓ UnaffectedAnthropic
AI CONSUMERS🇺🇸 US
✓ UnaffectedArista Networks
NETWORKING🇺🇸 US
✓ UnaffectedAWS
CLOUD PROVIDERS🇺🇸 US
✓ UnaffectedBaidu
CLOUD PROVIDERS🇨🇳 CN
✓ UnaffectedCisco Systems
NETWORKING🇺🇸 US
✓ UnaffectedCoreWeave
CLOUD PROVIDERS🇺🇸 US
✓ UnaffectedCXMT
MEMORY (HBM)🇨🇳 CN
✓ UnaffectedFoxconn FII
SERVER ODMs🇹🇼 TW
✓ UnaffectedGoogle Cloud
CLOUD PROVIDERS🇺🇸 US
✓ UnaffectedHuawei / HiSilicon
CHIP DESIGNERS🇨🇳 CN
✓ UnaffectedHuawei Cloud
CLOUD PROVIDERS🇨🇳 CN
✓ UnaffectedMeta
AI CONSUMERS🇺🇸 US
✓ UnaffectedMicrosoft Azure
CLOUD PROVIDERS🇺🇸 US
✓ UnaffectedNVIDIA
CHIP DESIGNERS🇺🇸 US
✓ UnaffectedQuanta Computer
SERVER ODMs🇹🇼 TW
✓ UnaffectedVertiv
POWER & COOLING🇺🇸 US
✓ UnaffectedxAI
AI CONSUMERS🇺🇸 US
✓ UnaffectedYMTC
MEMORY (HBM)🇨🇳 CN
Cascade Timeline
Rule applied
- ✂ Qualcomm → Xiaomi
- ✂ Qualcomm → OPPO
- ✂ NVIDIA → ByteDance
- ✂ NVIDIA → Alibaba Cloud
- ✂ NVIDIA → Tencent Cloud
Round 1
Cut off · ByteDanceCut off · Alibaba CloudCut off · Tencent CloudRound 2
At risk · DeepSeek
EXPLORE FREE-FORM
Add one or more restricting and target countries, then re-run the cascade.
Restricting country
→🇺🇸 United States
Target country
🇨🇳 China