The Bureau of Industry and Security was described in 2021 by Commerce Secretary Gina Raimondo as a "small but mighty" agency at the heart of national security.
The restrictions would impact Nvidia and AMD and come after the federal government already imposed controls on how powerful Chinese-export chips could be.
Google has held "productive" talks with EU regulators about bringing in regulations for artificial intelligence, the company's head of cloud told CNBC.
Nvidia's powerful semiconductors have taken on particular importance as their capacity to fuel artificial intelligence has become increasingly sought after.
Google has kept Waze largely separate since buying the mapping service in 2013, but recently it's been combining the popular app with its own map products.
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