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US to Limit AI Chip Exports to 50,000 GPUs from May 15, Impacting India and Boosting China’s DeepSeek and Southeast Asia Data Center Growth

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Published May 9, 2025, 04:48 PM

The United States is set to implement new export controls on advanced artificial intelligence (AI) chips starting May 15, 2025, which will limit India's imports to a maximum of 50,000 GPUs. This restriction has raised concerns among Indian cloud and data center companies about potential setbacks in AI development. Meanwhile, China continues to advance its AI capabilities, with firms like DeepSeek emerging as key players in the sector. This growth has intensified U.S.

efforts to restrict China's access to critical technologies through a comprehensive framework that not only targets hardware but also AI models, cloud services, and long-term technological dependencies. As a result of these U.S. chip export curbs, Chinese AI companies are increasingly expanding into Southeast Asia, fueling a surge in data center investments, long-term leases, and joint ventures in the region.

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#United States #India #Indian #China #DeepSeek #Chinese #Southeast Asia

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Sources

orfonline.org(2)businesstimes.com.sg

Paul Triolo

@pstAsiatech

China's AI firms drive Southeast Asia data centre boom amid US chip export curbs US chip curbs are pushing these innovators to the region, driving a wave of data centre deals, long-term leases and JVs AI Diffusion what? https://t.co/4dzXhxuRLk

ORF

@orfonline

The #US framework’s layered export controls extend beyond #hardware, encompassing #AI models, #cloudservices, and long-term tech lock-ins to stall #China's AI advances: Prateek Tripathi https://t.co/sQGGVRAbiT

ORF