【Text by Observer Net, Xiong Chaoran】Amid the continuous "chip suppression" against China, American political and business circles, as well as the technology sector, have been in a "battle" for their own interests. Recently, another bill has become the focus of this conflict.

On November 20 local time, Bloomberg reported, citing sources, that White House officials are urging members of Congress to reject a bill that restricts NVIDIA from selling artificial intelligence (AI) chips to China and other so-called "hostile countries," making the prospects of the legislation that NVIDIA opposes appear bleak.

This legislative proposal, titled the "GAIN AI Act," is currently under review in the U.S. Congress, aiming to ensure advanced AI chips are prioritized for the U.S. market through export controls and priority supply mechanisms, granting tech giants like Microsoft and Amazon preferential access to chips, while restricting exports to countries such as China.

The report stated that this latest position of the White House is a "victory" for NVIDIA, which had publicly lobbied against the legislation, asserting that no U.S. customers faced shortages of its products. If the bill ultimately fails to pass, it would be a "setback" for some large-scale cloud service providers in the United States, including Microsoft.

On November 19, 2025, Washington, D.C., USA — The U.S.-Saudi Investment Forum was held, with U.S. President Trump, Saudi Crown Prince and Prime Minister Mohammed, U.S. entrepreneur Musk, and NVIDIA CEO Huang Renxun attending the forum. IC Photo

Previously, around this bill, there were rare conflicts between NVIDIA, a chip giant, and its own clients.

The Wall Street Journal on November 13 cited sources who said that Microsoft and Amazon jointly supported this legislation aimed at further restricting NVIDIA's chip exports to China. Analysts believe that this represents a rare divergence between NVIDIA and its two major clients, highlighting the intensity of the AI competition, with companies vying for favorable policies to maintain their leadership positions, while NVIDIA tries to protect its lucrative Chinese market.

Bloomberg noted that even if this bill is eventually killed, it does not mean the U.S. Congress's efforts to suppress China's chip industry have ended. There is widespread bipartisan consensus on Capitol Hill to limit China's AI development, and lawmakers have started working on another bill aimed at formally incorporating existing restrictions on AI chip sales to China into law.

It is reported that this more straightforward legislation requires the U.S. Department of Commerce, responsible for approving technology export controls, to reject all applications for exporting AI chips with performance higher than the current allowed level to China within 30 months.

The report stated that semiconductor export controls are seen as part of "national security policy," becoming a focal issue in the technological and trade rivalry between the U.S. and China. In summary, this situation clearly indicates that the U.S. Congress is striving to play a greater role in the complex field of semiconductor export controls.

From the Biden administration to the Trump administration, the U.S. has implemented a series of chip export restrictions to contain and suppress China's technological development, and these measures have been continuously tightened, with NVIDIA's AI chips being a top priority. To this end, NVIDIA has sought to sell "deconfigured special edition" H20 chips to China, but the Trump administration has continued to closely monitor it.

Facts show that although the White House seems to be standing up for NVIDIA, its containment and restrictions on China have not stopped.

On November 6 local time, the emerging Silicon Valley tech media "The Information" quoted three sources, reporting exclusively that despite President Trump's summer statement suggesting "allowance," the White House has now informed other federal agencies that it will not allow NVIDIA to sell its latest deconfigured AI chips to China.

The report stated that NVIDIA has provided samples of the chip named "B30A" to several of its Chinese customers. Once efficiently deployed in large clusters, this chip can be used for training large language models. The report also cited two NVIDIA employees, stating that the company is trying to modify the design of the B30A chip and hopes the U.S. government will reconsider its position.

On November 19 local time, the U.S. chipmaker NVIDIA released its third-quarter financial results. In the three months ending October 26, its total revenue increased by 62% year-on-year, reaching a record high of $57 billion.

Hong Kong's South China Morning Post reported on November 20 that despite NVIDIA's record-breaking quarterly revenue, its sales in the Chinese market have been declining. Sales in mainland China (including Hong Kong) dropped by 63% to $3 billion.

NVIDIA Chief Financial Officer Colette Kress said during the company's earnings call that due to geopolitical issues and intense competition in the Chinese market, the company did not achieve large orders from China in the third quarter of this year. She also said that although NVIDIA is disappointed with the current regulatory status that prevents it from selling more competitive products to China, it remains committed to maintaining communication and contact with both the U.S. and Chinese governments.

"To establish a sustainable leadership position in AI computing, the U.S. must win the support of all developers, becoming the preferred platform for every commercial enterprise, including Chinese companies," Kress said.

Currently, NVIDIA is still striving to enter the profitable Chinese market, but its position between the U.S. and China seems increasingly awkward, especially as controversies surrounding the company continue to expand and spread—In China, NVIDIA faces questions about security risks from vulnerabilities and backdoors, is questioned, and is under anti-monopoly investigations; in the U.S., NVIDIA's practice of "contributing" to the U.S. government has caused public outrage.

As China strives to develop its own chip manufacturing capabilities, Huang Renxun recently revealed that NVIDIA's market share in China has dropped from 95% to 0. "Currently, we have completely exited the Chinese market." "It is unimaginable for any decision-maker to think it is a good idea for the U.S. to implement policies that cause the U.S. to lose one of the largest markets in the world, dropping to zero," he said.

At the end of October, when Huang Renxun attended APEC-related activities in South Korea, he again stated that although there are no current plans, he still hopes to sell NVIDIA chips to Chinese customers.

On October 29, during the regular press conference of the Foreign Ministry, when asked about NVIDIA's CEO Huang Renxun's statement that U.S. AI chips need to be exported to China, spokesperson Guo Jiakun responded that specific issues should be inquired about to the relevant Chinese authorities. The Chinese government has repeatedly expressed its principles on the issue of U.S. chip exports to China, hoping that the U.S. will take concrete actions to maintain the stability of the global supply chain.

This article is an exclusive piece by Observer Net, and without permission, it cannot be reprinted.

Original: https://www.toutiao.com/article/7575002869057782314/

Statement: This article represents the views of the author and is not necessarily the views of the publisher. Please express your attitude below [Upvote/Downvote].