White House Urges Congress to Reject GAIN AI Export Curbs on Advanced Nvidia Chips

Overview

• GAIN AI, now under consideration for inclusion in the defense bill, would require chipmakers to meet U.S. demand before exporting controlled AI processors.
• The administration argues tougher limits would push overseas buyers toward non‑U.S. suppliers and weaken America’s position in the AI hardware supply chain.
• Nvidia opposes the proposal, saying domestic customers are not facing shortages, while supporters including Microsoft and Amazon seek guaranteed priority for U.S. buyers.
• An alternative SAFE Act led by Senator Chris Coons would codify existing China restrictions for 30 months, as GAIN AI is championed by Senator Jim Banks.
• Treasury Secretary Scott Bessent suggested sales of older Blackwell chips to China could be permitted once they are no longer cutting edge, and Nvidia says its China revenue outlook is currently zero.