美将立法AI芯片供货本国优先 英伟达：限制产业竞争

Group 1 - The AI GAIN Act requires domestic AI chip manufacturers to prioritize domestic demand before supplying overseas customers, potentially limiting global competition in the advanced chip industry [1][2] - Nvidia has expressed concerns that the AI GAIN Act will restrict the global competitiveness of the mainstream computing chip industry, similar to the AI Diffusion Rule established by the Biden administration [1] - If passed, the AI GAIN Act will impose new trade restrictions, requiring exporters to obtain licenses and approvals before shipping chips that exceed specific performance thresholds [1] Group 2 - The legislation specifies that the U.S. and the Department of Commerce should deny export licenses for the most powerful AI chips, particularly those with a total computing capacity of 4800 or higher, until U.S. companies have access to equivalent chips [2] - Both the AI GAIN Act and the AI Diffusion Rule reflect the U.S. government's approach to prioritize domestic needs in the AI sector [2]