… 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 U… …
… Read all comments on NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease
Systems Washington reportedly moves to tighten leash on AI chip exports Draft rules could force Nvidia and AMD to seek government approval before selling abroad The Trump administration is reportedly planning new restrictions on GPU exports, aimed not only at controlling who gets them, but at drivi… …
… What makes the situation unusual is that the reported restriction appears to originate from China rather than from new US export controls. NVIDIA developed the RTX 5090 D v2 specifically for the Chinese market following earlier restrictions surrounding advanced GPUs and AI hardware exports. …
… China has condemned U.S. chip restrictions as an “abuse” of export controls. It’s also actively urging its tech firms to cut reliance on Nvidia. AI labs such as DeepSeek have developed their models to run on domestic chips, while Huawei’s AI processors are gaining market share . …
… Reuters says China's guidance was triggered by changes on the US side, but it says those changes remain unclear. It's also worth noting that local Chinese companies have been developing their own chips after the US blocked exports to their country. …
… It will allow them to export Chinese AI on hardware they own. This will increase the proliferation of Chinese AI and Chinese apps, inevitably taking market share away from American applications. The American AI stack is American AI on American chips, not just the chips. …
… Despite this state-backed investment, PRC AI labs and chipmakers remain stymied by US and allied export controls on advanced chips and chipmaking equipment. …
… Reuters reported that up to 10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, have received permission to acquire NVIDIA H200 AI chips. The H200 chips are modified, lower-tier versions of NVIDIA’s flagship AI accelerators, designed to comply with US export restrictions. …
… If this all makes immediate sense, Huang doesn't explain how the US will stay ahead with this strategy. As Huang himself explains, the AI industry is like a layer cake with five levels: energy production, AI chips, infrastructure like data centers, AI models and finally AI applications. …