The US government has extended the export ban on the most advanced Nvidia AI chips to Chinese companies operating outside China as well. The goal is clear: limit Beijing's technological advancement in AI as much as possible.

This decision could have major consequences for global supply chains, big tech strategies, and the geopolitical balance in the high-tech sector.

The restrictions cover not only direct sales but also indirect ones through third parties, making it much harder for Chinese companies to access cutting-edge American technology.

Nvidia, while complying with the rules, sees a significant portion of its potential market shrink. The company is trying to compensate by developing "compliant" versions with reduced performance for certain markets.

On the Chinese side, development of domestic alternatives is accelerating, even though the technology gap remains substantial.

This move is part of a broader strategy of technological decoupling between the United States and China, affecting not just chips but also software, cloud, and talent.

The repercussions also extend to universities, research centers, and global supply chains.