… 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… …
… The most important ingredient for developing AI is access to the computer chips on which the models are trained or “compute” . Since the most capable chips are developed by American companies, the US government currently limits China’s supply by enforcing tight export controls on them. …
… While this did prompt Beijing to bolster efforts to build a domestic chip supply chain, it curtailed efforts to climb up the process race, which is why "officially," China is limited to 5nm. …
… 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. …
… 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. …
… A full halt to Taiwan’s chip exports would knock multiple percentage points off global GDP and ripple through every advanced manufacturing sector for years. The 2020 pandemic chip shortages — empty car lots, delayed appliances — would look minor by comparison. …
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… TOPICS: ascend 950pr · cann · china ai chips · CUDA · deepseek v4 · Huawei · Nvidia H200 · smic · us-export-controls Latest articles News May 4, 2026 Intel names Alex Katouzian as Lead Client Computing and Physical AI Group and Pushkar Ranade as CTO News May 4, 2026 xAI’s GPU mountain sits on its h… …
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… That flexibility matters because US export controls restrict Chinese firms from accessing the world's most advanced AI chips, particularly those used for training, which at this point are primarily developed by Western companies like Nvidia. “We will continue to push for training on more different … …