US EditionNvidia’s Lobbying Pays Off in AI Export Fight
White House AI czar David Sacks leads efforts to block the bill seen as disrupting Nvidia and AMD's export practices amid concerns over AI chip access by China and others.
- Earlier this month the White House moved to block the GAIN AI Act, which would force chipmakers to prioritise U.S. buyers for high-end GPUs before exports, as David Sacks led efforts and NDAA inclusion is unlikely.
- Bill supporters argue the measure limits China's access to advanced chips, forcing firms to clear U.S. GPU backlogs before export licenses to China, Russia, and Saudi Arabia, while Trump administration officials lobby against it.
- Nvidia has publicly warned the bill would hurt competition, with a spokesperson saying `We never deprive American customers in order to serve the rest of the world...` and took a $5.5 billion charge earlier this year due to export licensing.
- The bill's legislative route shifted from an NDAA amendment to a separate Senate filing, and media reports say the White House is urging lawmakers to kill the bill, encouraging Nvidia.
- Nvidia's current guidance excludes China sales amid export uncertainty, reflecting stalled business from geopolitical tensions between the U.S. and China while Wall Street analysts project $208 billion for fiscal year 2026.
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Good News for Nvidia Investors
Key PointsThe GAIN AI Act would require U.S. chip companies, such as Nvidia, to prioritize domestic customers over foreign ones.Nvidia has struggled to sell its chips in China since geopolitical trade tensions escalated earlier this year.The company has a significant opportunity in China if it can resume selling in the country.10 stocks we like better than Nvidia › The artificial intelligence (AI) chip giant Nvidia (NASDAQ: NVDA) just reported a…
White House Opposes Congress Bid To Curb Nvidia’s AI Chip Sales To China
by Stefan J. Bos, Worthy News Chief International Correspondent BEIJING/WASHINGTON (Worthy News) – The White House is urging members of the U.S. Congress to reject a measure that would restrict the world’s most valuable semiconductor company’s ability to sell advanced artificial intelligence (AI) chips to Communist-run China and other adversary nations, according to people familiar with the matter. The proposal, known as the GAIN AI Act, would r…
Tom's Hardware
World NEWS LiveNvidia lobbies White House and wins loosened AI GPU export control to China — U.S. lawmakers reportedly reject GAIN AI Act
The U.S. House shelved the GAIN AI Act, blocking a rule that would have forced AMD and Nvidia to put U.S. buyers ahead of China for advanced GPUs, though Beijing's own limits blunt the impact.
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