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Microsoft and Amazon Line Up Behind GAIN AI Act to Curb AI Chip Exports to China

The proposal prioritizes domestic access to advanced GPUs, creating a trusted‑entities carve‑out for select cloud operators.

Overview

  • Microsoft has publicly endorsed the GAIN AI Act, while Amazon’s cloud unit told Senate staff it supports the measure; AI startup Anthropic also backs it.
  • The bill would require chipmakers to give U.S. buyers a 15‑day right of first refusal on advanced GPUs before shipments to embargoed markets.
  • A trusted‑entities exemption would allow designated cloud providers to transfer chips without individual export licenses, easing global operations.
  • Nvidia is lobbying against the legislation, disclosing about $3.5 million in spending this year and arguing the plan would distort markets and invite tighter curbs.
  • Sponsors are weighing attachment to the National Defense Authorization Act with support from Democrats including Chuck Schumer, while Republicans and some White House officials remain skeptical.