NVIDIA & AMD Could Be ‘Forced’ To Sell Their GPUs to American Customers First, Before Exporting Them To Other Regions

Sep 6, 2025 at 02:47am EDT
NVIDIA graphics card model A800 overlaid on U.S. and Chinese flags.

It seems that US lawmakers have stepped forward to ensure that American consumers get access to products from NVIDIA/AMD first, potentially solving the nation's chip shortages.

U.S. Lawmakers Are Moving to Restrict GPU Firms To Cater To American Consumers First, But NVIDIA Rejects the Idea

Well, the US Senate has prioritized ensuring that the American tech stack is in safe hands, and respective lawmakers have tried to restrict GPU manufacturers like NVIDIA within the scope of their business with nations like China. Now, in an amendment to the National Defense Authorization Act of 2026, lawmakers have proposed a new "Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025" (GAIN AI Act), which explicitly restricts the likes of NVIDIA and AMD from selling their AI chips and GPUs to US consumers and businesses first, before exporting them.

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Senator Jim Banks submitted the amendment, which is mainly targeted towards ensuring that the US has the most access to NVIDIA/AMD AI chips, and that "small businesses, startups, and universities" have access to cutting-edge computing technologies, without waiting for them for several months. The document mentions that the demand for AI chips has been far larger than the supply, which has created a bottleneck, which is why consumers are facing massive delays in accessing American AI technology.

It should be the policy of United States and Department of Commerce.... to restrict the export of advanced artificial intelligence chips to foreign entities so long as United States entities are waiting and unable to acquire those same chips.

The scope of the GAIN AI Act does look limited to AI chips for now, but it could still be expanded to consumer GPUs as well, considering that they also play a vital role in AI computing and fulfilling the needs of American consumers. Interestingly, NVIDIA has also replied to this stance, claiming that the 'AI chip' shortage narrative brought by US lawmakers "doesn't exist" and that the bill is another variation of the AI diffusion rule. The firm claims that it would restrict American technology in nations like China, putting the dominance of the US at stake.

US lawmakers have proposed rather interesting efforts to modify NVIDIA's business with other nations. One variation includes integrating a 'kill switch' in all AI chips sold to China. Such moves make it clear that America wants to control GPU manufacturers' business with other nations, especially at a time when AI has become a national priority.

About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.

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