On October 9, 2025, the US Senate passed the GAIN AI Act as part of the defense budget bill, requiring manufacturers of high-performance processors to prioritize customer orders within the US before exporting advanced chips to countries perceived as security risks. The official goal is to strengthen national AI capabilities and secure supply chains, while producers and observers warn of economic impacts and obstacles to international cooperation and global supply chains. Its expected impact includes reducing the availability of chips in foreign markets and raising the cost of substitutes, which could change the strategies of global companies. Significance: Reshapes the dynamics of global competitiveness and technological adoption
The U.S. Senate passes the GAIN Act to favor AI chip orders.
