Amazon and Microsoft back effort that would restrict Nvidia’s exports to China

Amazon and Microsoft back effort that would restrict Nvidia’s exports to China

By WSJ
Publication Date: 2025-11-15 01:30:00

WASHINGTON
:

Amazon.com is joining Microsoft in supporting legislation that threatens to further limit Nvidia’s ability to export to China, a rare split between the chip designer and two of its biggest customers.

The moves by Microsoft and Amazon to work against a company they are deeply intertwined with highlights the fierce nature of the artificial-intelligence race. The companies are all jockeying for favorable policy to stay ahead of competitors. Nvidia is fighting for access to the lucrative Chinese market despite security concerns.

The legislation would require chip firms to satisfy U.S. demand before sending products to China and other countries subject to arms embargoes. It is one of the first efforts by Congress to address chip exports, which are vital for the data centers that train AI models.

Microsoft publicly came out in favor of the legislation, known…