‘Doomer science fiction’: Nvidia criticizes proposed US bill that would force it to give American buyers ‘first option’ in AI GPU purchases before selling chips to other countries — GAIN AI Act debuts in defense spending bill

Update 9/4/2025 05:28 am PT: An Nvidia spokesperson has reached out and provided this comment.

“The AI Diffusion Rule was a self-defeating policy, based on doomer science fiction, and should not be revived. Our sales to customers worldwide do not deprive U.S. customers of anything — and in fact expand the market for many U.S. businesses and industries. The pundits feeding fake news to Congress about chip supply are attempting to overturn President Trump’s AI Action Plan and surrender America’s chance to lead in AI and computing worldwide.”

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The U.S. Senate on Tuesday unveiled a preliminary version of the annual defense policy package that includes a requirement for American developers of AI processors to prioritize domestic orders for high-performance AI processors before supplying them to overseas buyers and explicitly calls to deny exports of the highest-end AI GPUs. The legislators call their initiative the Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025 (GAIN AI Act), and their goal is to ensure that American ‘small businesses, start-ups, and universities’ can lay their hands on the latest AI GPUs from AMD, Nvidia, etc, before clients in countries of concern. However, if the bill becomes a law, it will hit American companies hard.