TECH NEWS – “America first,” says the U.S. president; AMD and Nvidia may have to follow this path.
The U.S. Senate has prioritized securing America’s tech infrastructure and has sought to limit GPU makers like Nvidia from doing business with countries such as China. As part of an amendment to the FY2026 National Defense Authorization Act, lawmakers proposed the Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025 (GAIN AI Act). The bill would require companies like Nvidia and AMD to sell their AI chips and GPUs domestically to U.S. consumers and businesses before exporting them abroad.
Introduced by Senator Jim Banks, the amendment aims to maximize U.S. access to Nvidia/AMD AI chips so that small businesses, startups, and universities don’t have to wait months for cutting-edge hardware. The text argues that demand for AI chips vastly exceeds supply, creating bottlenecks and long delays for U.S. users. Consequently, U.S. policy—particularly at the Department of Commerce—should restrict exports of advanced AI chips to foreign entities while American organizations are still waiting for the same parts.
— NVIDIA Newsroom (@nvidianewsroom) September 5, 2025
Currently, the GAIN AI Act focuses on AI chips, but it could be extended to consumer GPUs (GeForce and Radeon), given their role in AI workloads and domestic demand. Nvidia has pushed back, saying the purported U.S. shortage doesn’t exist and that the proposal amounts to yet another AI distribution rule that would restrict U.S. technology in markets like China and ultimately undermine U.S. leadership.
Lawmakers have floated additional measures to reshape exports, including a requirement to integrate a kill switch into every AI chip sold to China. Taken together, these moves underscore Washington’s intent to more tightly control GPU makers’ overseas business as AI becomes a national priority.
Source: WCCFTech, Congress.gov
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