The Trump administration’s plan to increase global sales of American artificial intelligence chips faces risks from internal failures at the Commerce Department’s Bureau of Industry and Security (BIS).
The agency currently struggles with licensing bottlenecks, a loss of experienced staff, and unclear policy direction.
These issues have created the largest backlog of export license applications in decades.
The resulting delays frustrate semiconductor companies like Nvidia and create significant market uncertainty.
International customers are now considering alternative suppliers, which may undermine long-term U.S. competitiveness.