FY27 BIS Budget: the AI Arms Race and the ICTS Office

US-China Technology CompetitionHouse Foreign Affairs · 2026-07-14 · 119th Congress
The House Foreign Affairs Committee held this hearing to examine the Trump administration's fiscal year 2027 budget request for the Bureau of Industry and Security (BIS) and its role in the AI competition with China, including enforcement of chip export controls and the Office of Information and Communications Technology and Services (OICTS), which oversees the Connected Vehicles Rule. Begins at 0:00:46
Transcript
Highlights

Title

BIS FY27 budget: enforcement surge, export controls, and AI chip smuggling

Purpose

The House Foreign Affairs Committee held this hearing to examine the Trump administration's fiscal year 2027 budget request for the Bureau of Industry and Security (BIS) and its role in the AI competition with China, including enforcement of chip export controls and the Office of Information and Communications Technology and Services (OICTS), which oversees the Connected Vehicles Rule. Under Secretary Jeffrey Kessler testified about penalty increases, entity list activity, licensing delays, and controversies including the UAE chip deal, Anthropic model restrictions, and Chinese military-linked companies still receiving export licenses. Members from both parties pressed him on why no new entities have been added to the entity list since October 2025 despite a requested budget increase. Begins at0:00:46

Who spoke

Chairman Mast (R-FL)0:00:46: Opened by framing BIS as "the tip of the spear" in the AI arms race against China, citing President Trump's four goals for BIS including "no Blackwells for China"0:03:13; later pressed Kessler on whether Alibaba, Tencent, CXMT, and YMTC are Chinese military end users0:18:06.

Under Secretary Jeffrey Kessler, BIS0:07:34: Testified that penalties rose from $16 million in 2024 to $324 million in 2025, an 18-fold increase0:08:43, and that the FY27 budget requests raising enforcement funding from $122 million to $301 million, a 147% increase, growing staff from 299 to 669 positions0:10:33; repeatedly said the vast majority of licenses process in about 60 days1:44:33 and that BIS should be "an enforcement powerhouse"0:43:11.

Ranking Member Meeks (D-NY)0:20:20: Said BIS has added only 140 entities to the entity list in 18 months versus nearly 1,600 under Biden, and none since last October0:22:17; pressed Kessler on how many H200 licenses have been approved to China, which Kessler said was confidential0:25:55.

Rep. Biggs0:32:15: Asked about BIS's approval of Volvo versus denial of Polestar (both Geely-owned) under the Connected Vehicles Rule, seeking clarity for South Carolina auto workers0:33:14.

Rep. Keating (D-MA)0:36:39: Sharply questioned Kessler on the UAE company G42, its chairman's ties to national security advisor Sheikh Tahnoun, and repeatedly asked whether Kessler discussed the chip deal with Steve Witkoff, which Kessler declined to answer0:38:39.

Rep. Davidson (R-OH)0:41:25: Asked about enforcement staffing and export controls on synthetic biology intellectual property via his Biological Intellectual Property Protection Act0:43:52.

Rep. Bera (D-CA)0:46:37: Asked whether the government has tools to compel AI frontier labs to disclose powerful models, citing Anthropic's cooperation as a model example0:47:49.

Rep. Issa (R-CA)0:51:40: Cited data showing Chinese chip-equipment makers grew 93%-254% under Biden while US firms shrank, and questioned licensing delays facing major US chipmakers0:51:42.

Rep. Kamlager-Dove (D-CA)0:58:16: Pressed Kessler on the administration's decision to loosen export controls to the UAE and potential conflicts of interest involving Trump family ties to World Liberty Financial and a UAE royal0:59:39.

Rep. Moolenaar (R-MI)1:04:12: Asked whether anyone instructed Kessler not to use ICTS authorities and questioned BIS's May 31 guidance on Chinese companies retaining Blackwell chips1:05:19.

Rep. Bell (R-)1:10:22: Asked about the low number of export control officers stationed abroad — only three in China — and BIS's plan to expand to 651:11:36.

Rep. Kim (D-)1:15:36: Raised the SoftGo/Huawei/TSMC front-company case and asked about enforcement of the foundry due diligence rule and alignment with Japan and the Netherlands1:16:07.

Rep. Costa (D-CA)1:20:31: Criticized the administration for adding zero Russian entities to the entity list in 2025 versus over 700 under Biden, and cited Russian missiles found with Western-made components1:20:56.

Rep. Wilson1:25:43: Praised the administration's Syria policy and export license approvals for Syria, and raised concerns about US components found in Russian weapons1:26:04.

Rep. Jayapal (D-WA)1:30:04: Questioned Kessler on BIS's letter restricting foreign access to Anthropic's models, whether Amazon CEO Andy Jassy's concerns drove the action, and pushed for formal rulemaking over ad hoc letters1:30:37.

Rep. Kean (R-NJ)1:35:31: Asked about a BIS whistleblower reward program tied to his Stop Stealing Our Chips Act1:36:02 and pharmaceutical Section 232 tariff implementation timing1:37:25.

Rep. Amo (D-RI)1:39:40: Challenged Kessler on doubled licensing delays (which Kessler disputed, citing 60 vs. 62 days)1:41:20 and the cancellation of BIS's annual industry update conference1:42:36.

Rep. Barr (R-KY)1:44:45: Asked about deployment plans for new export control officers and cited Epoch AI estimates of 290,000–1.6 million smuggled H100-equivalent chips into China1:47:29.

Rep. Castro (D-TX)1:51:39: Pressed on whether Commerce authorized H200 chip sales to Alibaba, listed by DOD as tied to the Chinese military, and separately questioned rescinded firearms export safeguards affecting cartels1:56:39.

Rep. Self1:57:30: Asked whether Congress should focus on enforcement or policy outputs, prompting Kessler to name penalty dollar amounts as the key success metric2:01:08.

Rep. Stanton (D-AZ)2:02:25: Asked about the MATCH Act's potential effects on allied semiconductor suppliers and pullback from multilateral forums like the Wassenaar Arrangement2:04:03.

Rep. Fine (R-)2:06:26: Asked about BIS's role in promoting US AI exports to allies via her Full AI Stack Export Promotions Act and clarity on the AI Diffusion Rule's replacement2:07:23.

Rep. Dean (D-PA)2:10:44: Asked about enforcement staffing gains (about 70 hired, 60 more planned)2:11:13 and pressed repeatedly on why no entities have been added since October2:12:54.

Rep. Miller2:16:04: Raised a proposed "Adversaries Act" to close a loophole allowing entity-listed companies to establish US affiliates and evade controls2:16:54.

Rep. Johnson (R-)2:19:49: Advocated for his Whistleblowers Aiding National Security Act2:20:04 and raised concerns about a Chinese automaker exemption followed by new Chinese surveillance mandates2:22:42.

Rep. Gallagher2:25:14: New committee member, gave introductory remarks noting he is a sixth-generation Californian.

Rep. Max Miller2:26:04: Brief remarks praising enforcement against Chinese exemptions in California.

Rep. Burchett (R-TN)2:26:54: Asked how BIS aligns priorities with national security strategy and about licensing delays, in a lighthearted exchange2:27:43.

Key moments

Kessler testified penalties jumped 18-fold from $16 million (2024) to $324 million (2025), including a $252 million Applied Materials settlement, $95 million Cadence Design Systems penalty, and $36 million Bosch settlement0:09:080:09:31.

Chairman Mast repeatedly pressed Kessler to confirm Alibaba, Tencent, CXMT, and YMTC are Chinese military end users as designated by the Secretary of War; Kessler avoided directly affirming the designation, saying only "I completely agree with the Secretary of [War]" without confirming military end-user status0:18:37.

Meeks disclosed that BIS approved H200 licenses to at least four companies on the Department of Defense's June 2026 Chinese military companies list, including three added just last month0:30:31.

Rep. Keating's questioning of Kessler on discussions with envoy Steve Witkoff regarding the UAE G42 chip deal became a sharp, repeated non-answer exchange, with Keating alleging a possible "illegal pay-to-play scheme"0:38:21.

Rep. Kamlager-Dove connected the UAE export control easing to a $263 million stake purchase in World Liberty Financial by a UAE royal tied to G42 and MGX, asking whether Kessler or Secretary Lutnick discussed this with the Trump family; Kessler answered "no, not for me"1:01:02.

Kessler confirmed BIS has added 140 entities to the entity list versus nearly 1,600 under the Biden administration, and none since October 2025, which Meeks cited CSIS as calling the longest inactivity period since 20080:22:010:22:34.

On the Anthropic case, Jayapal established that BIS sent a letter requiring licenses for foreign access to new models, prompting Anthropic to shut off access for 2.5 weeks before a partial reversal; Kessler denied it was driven solely by an Amazon CEO phone call but did not clearly confirm interagency sign-off1:30:37.

Rep. Bell revealed BIS has only three export control officers stationed in China and 11-12 worldwide despite approving over $500 billion in exports in 2024, with a plan to expand to 65 nationwide if the budget passes1:11:361:12:09.

Rep. Barr cited Epoch AI estimates that 290,000 to 1.6 million H100-equivalent chips were smuggled into China through 2025, roughly a third of China's total AI chip stock1:47:29.

Rep. Amo disputed BIS's licensing performance; Kessler countered that average processing time was 62 days in 2025 versus 60 in 2024, calling claims of doubled delays "incorrect"1:41:201:41:29.

Metadata

CommitteeHouse Foreign Affairs
Chamber / CongressHouse · 119th Congress
Date2026-07-14
TypeHearing
Witnesses
The Honorable Jeffrey Kessler — Under Secretary of Commerce for Industry and Security, U.S. Department of Commerce
Videoyoutube
Transcript605 caption blocks · 23,967 words · 2:32:05 runtime
EventCongress.gov 119444