AIA Lab

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Paper · Technology policy · Executive brief dated March 2025

The Impact of GPU Export Controls on European Countries

AIA Labs’ paper on how semiconductor trade restrictions affect Europe’s AI ambitions and digital sovereignty.

At a glance

The executive brief covers the US export controls on advanced AI chips announced in January 2025, which divide EU member states into those with unrestricted access (10) and those with import caps (17), and sets out the options open to the EU.

The US Commerce Department announced on 13 May 2025 that it would rescind this rule. The brief describes the January 2025 rule as announced and has not been updated.

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