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(Image credit: Nvidia) The U.S. House of Representative on Wednesday rejected a new measure that would require suppliers of popular AI GPUs — such as AMD or Nvidia — to prioritize shipments of advanced processors to domestic companies over adversary nations like China , reports Bloomberg citing source familiar with the defense policy bill that the House was considering on Wednesday. The proposal was sidelined after Nvidia's chief executive met President Trump and U.S. lawmakers on Wednesday.
If the information is accurate, it represents a policy win for Nvidia as the regulation would have reshaped how advanced accelerators reach China and other sanctioned markets. Yet, keeping in mind China's self-inflicted ban on Nvidia hardware, this is hardly a big deal for now.
The sidelined proposal — known as the Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025 ( GAIN AI Act ) — would have mandated suppliers like AMD or Nvidia to prioritize American customers ahead of buyers in China and other arms-restricted countries. The mechanism was straightforward: to get an export license to ship a batch of advanced products to China or other countries, Nvidia and AMD would need to confirm the following:
Nvidia says 'We never deprive American customers in order to serve the rest of the world'
U.S. Senate passes bill that forces AI chipmakers to prioritize sales to American companies
Trump says no Blackwell chips to be sold to China
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-lobbies-white-house-and-wins-loosened-ai-gpu-export-control-to-china-u-s-lawmakers-reportedly-reject-gain-ai-act#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.