Proposed changes to the GAIN Act may restrict exports of AI chips, potentially impacting Bitcoin mining operations in the United States.

GAIN Act and Chipmaker Impacts

A proposed amendment to the NDAA, referred to as the GAIN Act, aims to influence semiconductor production practices.

Order Prioritization and Export Restrictions

The GAIN Act would mandate chipmakers to prioritize orders originating from the United States.

It also introduces restrictions on the export of advanced processors.

Potential Supply Chain Consequences

These measures are anticipated to lead to immediate supply bottlenecks within the semiconductor market.

Cost Implications

The resulting supply constraints are projected to increase hardware costs.