Tech Giants Split as White House Opposes AI Chip Export Restrictions on Nvidia
6 Sources
[1]
Scoop: White House moves to block bill restricting AI chip exports
Why it matters: Nvidia would win big if the GAIN AI Act doesn't make it into the final version of the National Defense Authorization Act. * AI czar David Sacks had been spearheading an effort to drop the bill, and his effort now has the backing of the White House Office of Legislative Affairs,
[2]
Amazon, Microsoft back effort to curb Nvidia's exports to China: Report - The Economic Times
Amazon has joined Microsoft and Anthropic in supporting the GAIN AI Act, which would require AI chipmakers like Nvidia to prioritise US orders before exporting to China. The bill faces mixed reactions, with some officials saying export controls already exist and Nvidia warning it could harm global
[3]
Nvidia Faces Growing Pressure As Amazon, Microsoft Support Curbs On AI Chip Exports To China: Report - Broadcom (NASDAQ:AVGO), Amazon.com (NASDAQ:AMZN)
Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) are reportedly lining up behind new U.S. legislation that could further curb Nvidia Corporation's (NASDAQ:NVDA) AI chip exports to China. Amazon, Microsoft Break With Nvidia On New Export Controls Amazon and Microsoft are
[4]
White House asks Congress to reject bill blocking Nvidia chip exports- Bloomberg By Investing.com
Investing.com-- The Donald Trump administration is asking Congress to reject a proposed measure that seeks to limit NVIDIA Corp's (NASDAQ:NVDA) ability to sell artificial intelligence chips to China and embargoed countries, Bloomberg reported on Thursday, citing people familiar with the
[5]
Amazon, Microsoft back efforts to block Nvidia sales to China- WSJ By Investing.com
Investing.com-- Amazon (NASDAQ:AMZN) is joining Microsoft (NASDAQ:MSFT) in backing legislation that aims to further limit Nvidia's (NASDAQ:NVDA) exports to China, the Wall Street Journal reported on Thursday, citing congressional aides and people familiar with the matter. Microsoft had publicly
[6]
Amazon joins Microsoft in supporting a bill limiting exports of Nvidia chips to China
Amazon has officially aligned itself with Microsoft in supporting the Gain AI Act, a bill aimed at further restricting exports of semiconductors, particularly those from Nvidia, to China. According to sources cited by the Wall Street Journal, Amazon's cloud division has informed several senators
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The White House is opposing the GAIN AI Act that would restrict Nvidia's AI chip exports to China, while Amazon and Microsoft support the legislation. The bill would require chipmakers to prioritize US customers before exporting to countries of concern.
White House Opposition to Export Restrictions
The Trump administration is actively working to block congressional legislation that would further restrict Nvidia's ability to export AI chips to China and other countries of concern. The White House Office of Legislative Affairs is now backing AI czar David Sacks' efforts to prevent the GAIN AI Act from being included in the National Defense Authorization Act (NDAA)
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. Administration officials have been making direct calls to key lawmakers, including House Majority Leader Steve Scalise, urging them to oppose the bill1
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Source: Benzinga
White House officials, including Sacks, have argued that the policy's impact would be limited since the Commerce Department already regulates chip exports
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. This opposition represents a significant victory for Nvidia, which has been consistently lobbying to maintain its ability to sell chips overseas4
.Tech Giants Rally Behind Restrictions
In a rare public split with Nvidia, major technology companies Amazon and Microsoft are backing the GAIN AI Act, which would tighten restrictions on AI chip exports. Microsoft has publicly endorsed the legislation, while Amazon's cloud division has privately informed Senate staffers of their support
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. AI startup Anthropic is also supporting the policy2
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Source: ET
The legislation would benefit these US-based tech firms by giving them first-mover access to Nvidia's AI chips before they can be exported to foreign markets
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. However, other major players including Meta Platforms and Google have not yet taken a position on the Act2
.GAIN AI Act Provisions and Congressional Dynamics
The Guaranteeing Access and Innovation for National Artificial Intelligence (GAIN) Act stipulates that AI chipmakers must prioritize domestic orders for advanced processors before supplying them to foreign customers
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. The bill would require chip companies to fulfill purchases of US customers before exporting to "countries of concern," including China, and includes certain export license exemptions for "trusted" entities1
.Lawmakers are currently considering attaching the GAIN AI Act to the annual National Defense Authorization Act, with negotiations for the defense policy bill in flux as Congress scrambles to finalize language ahead of Thanksgiving
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. The proposal has bipartisan support, including backing from Senate Minority Leader Chuck Schumer, but still requires approval from key Republican leaders3
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Nvidia's Market Position and Pushback
Nvidia is lobbying aggressively against the bill, arguing it would unnecessarily interfere in the semiconductor market and invite additional restrictions
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. CEO Jensen Huang has been adamant about tapping into the Chinese market and has successfully convinced key administration officials that it's beneficial for a US company to serve it1
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Source: Market Screener
However, Nvidia's China business has already deteriorated significantly due to existing export controls. Huang revealed earlier this year that the company's market share in China had fallen from about 95% to almost nothing due to tightening US export rules and Beijing's move to ban foreign AI chips from state-funded data centers
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. The company has signaled it would stop including China in its sales forecasts4
.References
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