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# The GPU export limit might start to matter
- URL: https://www.taivo.ai/__the-gpu-export-limit-might-start-to-matter/
- Published: 2025-01-20T17:59:17.000Z
- Updated: 2026-08-04T11:20:13.000Z
- Author: Taivo Pungas
- Tags: AI in organizations, stream

White House's [new chip rules](https://apnews.com/article/biden-ai-artificial-intelligence-chips-computer-trade-4495b5b4a48e856dc612e7abe3e47d20?ref=taivo.ai) seem to not have huge impact right now, in the "tier 2" countries like Estonia. It is unlikely we ever would have been able to build a $1B data center anyway. But this restriction could still become significant.

I don't fully understand but I assume the per-country limit won't change with hardware progress. Brief googling shows that Blackwell [could give](https://adrianco.medium.com/deep-dive-into-nvidia-blackwell-benchmarks-where-does-the-4x-training-and-30x-inference-0209f1971e71?ref=taivo.ai) a speedup of 2.5x over H100 (I am not confident how well this generalizes). So after three new generations, the country limit is 2,000 chips not 30,000 chips. That is already a number Estonia might hit, and a richer more capital-and-R&D-heavy country like Switzerland will hit the limit much earlier.