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Micron, Microsoft and AMD CEOs Scheduled for White House AI Lunch

The Sept. 29 meeting comes as Washington promotes U.S. chip investment while restricting or conditioning advanced semiconductor exports to China.

White House exterior behind a security fence in daylight / TokenPost.ai
White House exterior behind a security fence in daylight / TokenPost.ai

Micron CEO Sanjay Mehrotra, Microsoft CEO Satya Nadella and AMD CEO Lisa Su were named among 31 confirmed attendees on an RSVP list for a White House artificial intelligence lunch with President Donald Trump and House Speaker Mike Johnson on Sept. 29.

The event time was not provided, and no public agenda or policy outcome was confirmed. The planned gathering comes as Washington promotes U.S. semiconductor investment while restricting or conditioning exports of advanced computing products to China.

Other named participants included Vice President JD Vance, Commerce Secretary Howard Lutnick, Treasury Secretary Scott Bessent, White House science adviser Michael Kratsios and Broadcom CEO Hock Tan.

The planned lunch would bring together executives whose companies operate across different parts of the U.S.-China technology relationship. Micron supplies memory chips, AMD develops processors and AI accelerators, and Microsoft operates cloud and artificial intelligence businesses.

The Commerce Department announced in June 2025 that Micron planned approximately $200 billion in U.S. semiconductor manufacturing and research investment across Idaho, New York and Virginia. The projects included up to $6.165 billion in previously awarded CHIPS Act funding and up to $275 million in additional direct funding, with an expected 90,000 jobs.

“This approximately $200 billion investment will reinforce America’s technological leadership, create tens of thousands of American jobs across the semiconductor ecosystem and secure a domestic supply of semiconductors—critical to economic and national security,” Mehrotra said.

AMD’s China business remains affected by U.S. export policy. The Bureau of Industry and Security (BIS) said Jan. 13, 2026, that license applications for AMD’s MI325X and similar chips exported to China would be reviewed case by case, subject to security and compliance conditions.

“Export controls should evolve with changes in technology, while protecting national security,” said Jeffrey Kessler, under secretary for industry and security.

The planned lunch follows the Sept. 24 White House state dinner for Chinese President Xi Jinping, which included business leaders and government officials. No new semiconductor agreement, export-control decision or investment pledge was confirmed from the Sept. 29 gathering.

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