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In the last 24 hours, we have seen important developments on the global Artificial Intelligence board. The Biden administration and the United Kingdom have announced strategic measures that promise to reshape the map of AI in the world. Let’s understand what is happening and its implications for the global innovation ecosystem.

New US Regulations for Chip Exports

The Biden Administration has just proposed new rules to control the export of advanced AI chips. The plan divides the world into three groups:

• Group 1: US and 18 allies (including UK, Canada, Germany, Japan, South Korea and Taiwan) – Open access
• Group 2: Countries under embargo (China and Russia) – Total ban
• Group 3: Other countries (including Mexico and Portugal) – Negotiable partial restrictions

UK Announces Ambitious Plan

Across the Atlantic, the UK has revealed its strategy to become an AI powerhouse, including:

• Development of a national OpenAI competitor
• 20x increase in public sector computing capacity by 2030
• Creation of a National Data Library
• £14 billion investment in AI projects

Impacts on the Market and Industry

The new US rules are already causing reactions. The chip industry, led by companies like Nvidia (which continues to attract large investors), fears disruptions in global supply chains. The Information Technology Industry Council calls for more dialogue with the private sector.

Local Regulations Gain Strength

In parallel, we see regulatory movements at state and regional levels. In Virginia, for example, lawmakers are proposing rules for high-risk AI systems in critical sectors like healthcare and public safety.

Analysis and Perspectives

In my more than 25 years of following the technology market, I have rarely seen such a decisive moment. The measures announced by the US are a clear geopolitical chess move, seeking to maintain its technological hegemony while balancing national security interests and economic development.

The British strategy is particularly interesting. In my experience supporting innovation ecosystems in several countries, I see that the success of this type of initiative depends fundamentally on the capacity for execution and the building of effective bridges between government, academia and the private sector.

The current moment requires entrepreneurs and technology companies to be even more attentive to regulatory and geopolitical changes. It is essential to understand how to navigate this new scenario to build sustainable and globally competitive businesses.

I believe we are entering a new phase of the AI revolution, where the ability to build strategic alliances and navigate regulatory complexities will be as important as technological excellence.