#Il Dipartimento del Commercio degli Stati Uniti intende bloccare i canali attraverso cui le aziende cinesi di AI noleggiano da remoto le GPU Nvidia
About Il Dipartimento del Commercio degli Stati Uniti intende bloccare i canali attraverso cui le aziende cinesi di AI noleggiano da remoto le GPU Nvidia
Secondo un rappresentante, il Dipartimento del Commercio degli Stati Uniti sta finalizzando una nuova normativa sulle esportazioni, volta a chiudere la cosiddetta "falla di accesso remoto" che consente ai laboratori di AI cinesi di noleggiare da remoto le avanzate GPU di Nvidia. In precedenza, i Democratici avevano annunciato un'indagine sull'approvazione delle esportazioni dei chip Nvidia, mentre è stato riportato che un'azienda collegata ad Alice Huang ha investito in DeepSeek e pianifica di fornirgli chip Nvidia. La normativa non è ancora stata ufficialmente implementata e il suo impatto reale sui ricavi di Nvidia in Cina e sulla catena di fornitura della potenza di calcolo AI deve ancora essere osservato; potrebbe influenzare il sentiment degli investitori nel settore dei semiconduttori e della potenza di calcolo AI.
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Microsoft taking responsibility for added power supply and grid upgrades is a meaningful attempt to contain AI expansion's local cost burden. It may ease pressure on other electricity users, but it also exposes how physical infrastructure is becoming a constraint on cloud economics. With $1.8T in 2027 AI investment forecast, execution still matters.
#MicrosoftAIPowerCosts
Sen. Josh Hawley (@HawleyMO) is calling for a nationwide pause on new data center construction until Congress guarantees that the facilities’ electricity needs will not increase household utility bills.
The Missouri Republican included a moratorium among his priorities for the Senate’s remaining legislative session. His spokesperson told Politico that he wants a consumer “bill of rights” before construction proceeds. Detailed terms for that proposal have not been announced.
Hawley previously joined Sen. Richard Blumenthal (@SenBlumenthal) in introducing the GRID Act in February. That bill would require new data centers to obtain power from sources separate from the existing grid and publicly disclose their electricity usage.
The earlier legislation also would give consumers priority on the grid and allow existing data centers a 10-year transition to alternative power sources. Those provisions are proposed requirements, not rules already in effect.
The broader debate has intensified after the midterm elections. Benzinga reported that candidates supporting tighter data center restrictions made substantial gains, while separate Democratic proposals have sought a national construction pause. Hawley has not said whether he supports those bills.
The disagreement now reaches beyond how quickly AI infrastructure can be built. It centers on who pays for the additional power generation and grid investment, and whether households receive enforceable protection before the next wave of projects moves forward.
A finance director switches on an AI assistant and books the electricity as somebody else’s problem. More and more of that electricity is planned to come from gas plants built beside data centers, not from the grid.
BloombergNEF, the research arm of Bloomberg, has counted 181 gigawatts of gas power announced alongside data centers in the US, Britain and mainland Europe. That is almost four times Britain’s peak demand. More than 90% of it is in the US. Grid connections can take years, so developers build their own.
If every announced US plant is built and runs most of the time, BloombergNEF puts the extra emissions, compared with the grid, at about 10% of what the US power sector emits in a year. Developers describe these plants as a bridge of five to seven years. BloombergNEF warns they could keep running for two to three decades.
Ireland makes new data centers match 80% of their yearly demand with renewables. China has set a goal of about 80% renewable power for AI data centers by 2030. Norway’s grid operator has temporarily stopped reserving new capacity for data centers.
For a company buying AI, the emissions behind its computing are increasingly decided next to a data center it will never see.
Whose power plant is answering your company’s questions?
Democrats: We'll probe Nvidia chip export approvals - CNBC $NVDA
