US Senate Passes GAIN Act to Prioritize AI Chip Sales

October 12, 2025 — The US Senate Passes GAIN Act under the National Defense Authorization Act (NDAA), compelling AI and high-performance chipmakers to prioritize U.S. customers before exporting advanced processors abroad. Lawmakers argue the measure strengthens domestic AI capabilities, but it could also create new economic strains for global industries that rely on similar chips especially crypto mining.

AI Hardware Priorities Shift Toward Domestic Buyers

The Senate’s passage of the US Senate Passes GAIN Act follows persistent concerns about chip shortages and lengthy backlogs. In late 2024, Nvidia’s Blackwell chips were reportedly booked a year in advance, reflecting rising domestic demand. The legislation seeks to ensure U.S. institutions from defense agencies to research centers receive access before global customers.

Applicants for export licenses must now demonstrate that all U.S. orders have been met. The act mirrors existing efforts to secure semiconductor supply chains, reinforcing the country’s strategy of technological independence amid escalating competition with Asia.

Impact on Crypto Mining and Related Sectors

The US Senate Passes GAIN Act may indirectly tighten access to high-performance computing chips essential for crypto mining, AI inference, and data analytics. Restrictions could lead to price spikes in ASICs and GPUs, reducing margins for mining firms already facing tariff pressures.

Companies such as CleanSpark and IREN have faced multimillion-dollar penalties tied to customs and import disputes, and the new rules may exacerbate these challenges. Analysts warn that prolonged export restrictions could reduce the United States’ share of global hashrate and push operations offshore.