Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate
96 Sources
[1]
US taking 25% cut of Nvidia chip sales "makes no sense," experts say
Donald Trump's decision to allow Nvidia to export an advanced artificial intelligence chip, the H200, to China may give China exactly what it needs to win the AI race, experts and lawmakers have warned. The H200 is about 10 times less powerful than Nvidia's Blackwell chip, which is the tech
[2]
Department of Commerce may approve Nvidia H200 chip exports to China | TechCrunch
Advanced Nvidia AI chips may be headed to China after all. The Department of Commerce is planning to allow Nvidia to ship H200 chips to China, according to Semafor, which cited sources. These chips are much more advanced than the H20 chips Nvidia developed specifically for the Chinese market, but
[3]
Trump says Nvidia can sell more powerful AI chips to China
"This policy will support American jobs, strengthen US manufacturing, and benefit American taxpayers," Trump said. "Nvidia's US customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal." While the Trump
[4]
The Nvidia H200 export saga, as it happened -- Beijing ponders response and buyers line up, while Blackwell remains locked behind restrictions
The U.S. government has formally approved the export of Nvidia's high-performance H200 AI chips to China, reinstating access to a class of silicon previously barred under national security rules. Sales will be allowed to select Chinese customers pending government review, and each chip must be
[5]
Trump: Nvidia Can Sell H200 AI Chips to China, But US Will Get a 25% Cut
President Trump and Nvidia CEO Jensen Huang (Credit: Andrew Harnik via Getty Images) The US government has approved the sale of Nvidia's H200 AI graphics chip systems to China, with certain stipulations. "I have informed President Xi, of China, that the United States will allow NVIDIA to ship its
[6]
Letting Nvidia sell H200s to China won't slow its AI push
US export controls on AI accelerators have only succeeded in forcing China to develop its own tech Half a decade of US trade policy aimed at denying China access to America's most potent semiconductor tech has only served to spur China to develop homegrown alternatives. The Trump administration's
[7]
Nvidia Set to Win US Approval to Export H200 AI Chips to China
The Trump administration is poised to allow Nvidia Corp. to sell its H200 artificial intelligence chip to China, according to people familiar with the matter, a move that would mark a major lobbying win for the world's most valuable company and potentially let it regain billions of dollars of
[8]
China set to limit access to Nvidia's H200 chips despite Trump export approval
Beijing is set to limit access to Nvidia's advanced H200 chips despite Donald Trump's decision to allow the export of the technology to China as it pushes to achieve self-sufficiency in semiconductor production. According to two people with knowledge of the matter, regulators in Beijing have been
[9]
White House U-turn on Nvidia H200 AI accelerator exports down to Huawei's powerful new Ascend chips, report claims -- U.S. committed to 'dominance of the American tech stack'
The U.S. can now export Nvidia's H200 AI accelerator to China, with a 25% fee attached. However, following the authorization of the chips, a new report suggests that the decision was made to ensure American tech dominance globally. Reportedly, a major part of the decision is Huawei's recent
[10]
Trump blessing Nvidia AI chip sales to China gets chilly reception from GOP
The agreement, which Trump announced in a Truth Social post Monday evening, would allow Nvidia to sell its H200 artificial intelligence chips to China on the condition that the U.S. government gets 25% of the sales. The H200 chips aren't Nvidia's most advanced chip, but are more powerful than the
[11]
NVIDIA can now sell its high-end AI chips to 'approved customers in China,' Trump says
NVIDIA is now allowed to sell its second-best H200 processors to China, rather than just the sanction-approved H20 model that China had previously declined to buy, President Trump wrote on Truth Social. The United States will collect a 25 percent tariff on those sales, the Commerce Department
[12]
Live updates: Trump approves sale of more advanced Nvidia computer chips used in AI to China
President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to "approved customers" in China. There have been concerns about allowing advanced computer chips to be sold to China as it could help the
[13]
Trump's Nvidia Chip Deal Reverses Decades of Technology Restrictions
David E. Sanger has covered the intersection of technology and foreign policy for The Times for four decades, in Asia and in Washington. In the first few months after President Trump returned to the White House, he held firm to an American technology policy that stretches back to the depths of the
[14]
Trump gives Nvidia the OK to sell advanced AI chips to China
Trump reversed the chip-selling ban in July, but demanded that Nvidia pay 15% of its Chinese revenues to the US government. Beijing then reportedly ordered its tech companies to stop buying Nvidia chips manufactured for use in the Chinese market. "We applaud President Trump's decision to allow
[15]
Trump says Nvidia can sell H200s to China
US President Donald Trump has signalled he will allow Nvidia to resume sales of its H200 accelerators to China. "I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that
[16]
Trump Says Nvidia Can Sell the H200 Chip to China
Donald Trump says he's going to allow Nvidia to sell the H200 artificial intelligence chip to China, according to a new post from the president on Truth Social. The move will still bar Nvidia from selling its more advanced Blackwell chips to China, but it's still considered a win for the tech
[17]
Nvidia can sell the more advanced H200 AI chip to China -- but will Beijing want them?
"This makes domestic self-sufficiency the only viable long-term strategy for Beijing," Shah said. Trump said Chinese President Xi Jinping "responded positively" to the approval of H200 exports to China. And while China held off on H20 purchases, there are reasons the country's companies could
[18]
Trump approves sale of more advanced Nvidia computer chips used in AI to China
WASHINGTON (AP) -- President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to "approved customers" in China. There have been concerns about allowing advanced computer chips to be sold to China as it
[19]
Trump approves Nvidia H200 exports to China, with 25% fee attached -- report suggests that companies will have to follow strict Beijing rules to import foreign chip, AMD and Intel to benefit from policy shift
U.S. authorises shipments of Hopper-class AI accelerators to "approved" customers. The U.S. will allow Nvidia to export its H200 chips to "approved customers" in China, President Donald Trump announced on Monday, setting off a fresh round of political and regulatory manoeuvring on both sides of
[20]
How Much Could China Gain From Access to Powerful Nvidia Chips?
President Trump's announcement that the American chip maker Nvidia would be able to sell semiconductors to China appeared to roll back years of policies aimed at blocking the country's access to advanced technologies. At stake, officials in Washington have argued, is China's ability to use
[21]
What to know about Nvidia's Chinese competitors as Trump opens up the market
The big picture: Nvidia warns that blocking its sales has accelerated China's domestic chipmaking push -- creating new global rivals and threatening the U.S. lead in the AI race. Catch up quick: The U.S. has approved Nvidia's No. 2 chip, the H200, for sale in China, with Washington taking a 25%
[22]
Trump accused of 'colossal economic and national security failure' for allowing Nvidia to sell powerful AI chips to China - business live
Introduction: Trump clears way for Nvidia to sell powerful AI chips to China Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. Donald Trump has been accused of a "colossal economic and national security failure" for allowing Nvidia to
[23]
Nvidia boss Jensen Huang steers Trump, Congress against AI chip limits and state-level AI rules
Huang also warned that state-level AI laws would harm U.S. innovation and national security Nvidia CEO Jensen Huang isn't known for wading into the political fray, but this week, he made an exception with some quality time in Washington, DC. He met with President Trump to argue against the GAIN AI
[24]
Analysts warn Trump's Nvidia deal could help China win the AI war
The Trump administration has finally found a way to put a price on America's AI edge. For a 25% cut of Nvidia's China revenue, Washington is loosening its grip on H200 chips that security hawks thought were off the table -- and a growing chorus of analysts says that trade hands Beijing the
[25]
Trump says he'll allow Nvidia to sell advanced chips to 'approved customers' in China | Fortune
There have been concerns about allowing advanced computer chips to be sold to China as it could help the country better compete against the U.S. in building out AI capabilities, but there has also been a desire to develop the AI ecosystem with American companies such as chipmaker Nvidia. The chip,
[26]
Trump's pivot on Nvidia chips gives China a leg up over the U.S. in AI race, analysts say
BEIJING -- U.S. President Donald Trump's move to allow Nvidia to ship a more advanced artificial intelligence chip to China will significantly boost Beijing's tech capabilities, according to analysts. That signals a shift in policy as the U.S., over the past several years, has ramped up
[27]
Nvidia CEO Jensen Huang visits Republicans as debate over intensifying AI race rages
WASHINGTON (AP) -- Nvidia CEO Jensen Huang met separately with President Donald Trump and Republican senators Wednesday as tech executives work to secure favorable federal policies for the artificial intelligence industry, including the limited sale of Nvidia's highly valued computer chips to U.S.
[28]
Nvidia reportedly wins H200 exports to China -- US Department of Commerce set to ease restrictions for full Hopper AI GPU
The U.S. Department of Commerce is about to let Nvidia import its H200 AI GPUs into China, Semafor reports, citing a person with knowledge of the matter. If true, Nvidia would be able to ship much more capable GPUs to China, enhancing its positions and ensuring dominance of its CUDA software stack.
[29]
President Trump gives Nvidia green light to sell H200 chips to China
The US government said the approval, which comes in exchange for a 25% surcharge, would also be available to other chipmakers like Intel and AMD. President Trump said on Monday that he would allow Nvidia to sell its advanced H200 chips to "approved customers" in China for a 25% surcharge. The
[30]
Trump says US will allow sale of Nvidia AI chips to China
Washington (United States) (AFP) - President Donald Trump said Monday he had reached an agreement with President Xi Jinping to allow US chip giant Nvidia to export advanced artificial intelligence chips to China. The announcement marked a significant shift in US export policy for advanced AI
[31]
Trump says he's letting Nvidia sell advanced chips to China
Joe Walsh is a senior editor for digital politics at CBS News. Joe previously covered breaking news for Forbes and local news in Boston. President Trump announced Monday he will allow California-based Nvidia to sell its advanced H200 computer chips to "approved customers" in China, a boost to the
[32]
Trump says he will allow Nvidia to sell some AI chips in China
President Donald Trump looks on as Nvidia CEO Jensen Huang speaks at the White House in April.Jim Watson / AFP via Getty Images file President Donald Trump said on Monday that he has informed President Xi Jinping of China that "the United States will allow NVIDIA to ship its H200 products to
[33]
Trump opens door for Nvidia in China -- but both the market and Beijing shrug
Why it matters: The approval of Nvidia's No. 2 chip is drawing criticism in the U.S. over national security fears -- and at the same time it's unclear whether China even wants what Nvidia is being allowed to offer. The big picture: The U.S. and China are locked in an AI race, and Nvidia -- the
[34]
Trump clears way for Nvidia to sell powerful AI chips to China
Commerce department finalizing deal to allow H200 chips to be sold to China as strict Biden-era restrictions relaxed Donald Trump has cleared the way for Nvidia to begin selling its powerful AI computer chips to China, marking a win for the chip maker and its CEO Jensen Huang, who has spent months
[35]
Nvidia's Washington charm offensive has paid off big
Washington and Beijing are currently in a tight race to lead AI and robotics research, and are locked in direct competition to apply the technologies in defense and intelligence. The Biden administration and much of Silicon Valley agreed that limiting sales of the most powerful AI chips to China
[36]
Nvidia could pay US a 25pc profit cut to sell H200 AI chips to China
The 'same approach' will apply to AMD and Intel, Trump said. Nvidia can start shipping its H200 AI chips to "approved customers" in China and "other" countries, on the condition that the US receives a 25pc cut. Although, it is unclear whether the cut refers to a license fee or some sort of a
[37]
NVIDIA Gains US Approval to Export H200 AI Chips to China | AIM
The 25% fee will be charged when the chips are shipped from Taiwan to the United States for inspection, before onward export. The United States will allow NVIDIA to export its H200 AI chips to China and other countries, under a new arrangement announced by President Donald Trump. The deal
[38]
President Trump agrees to let Nvidia sell more powerful H200 GPUs to Chinese companies - SiliconANGLE
President Trump agrees to let Nvidia sell more powerful H200 GPUs to Chinese companies U.S. President Donald Trump said today on social media that he will allow Nvidia Corp. to sell its H200 graphics processing units to "approved customers in China", reversing a policy that had previously
[39]
Nvidia gets a narrow path back into China with the H200
After Washington banned one of Nvidia's flagship GPUs, grandfathered another, pushed for a "China-safe" version -- and then yanked that -- the Trump administration has found a new line in the sand: the H200. The White House now reportedly plans to let Nvidia export the powerful chips to China under
[40]
Nvidia's Jensen Huang meets behind closed doors with Trump, then Republican senators | Fortune
Huang's closed-door meeting with Republicans on the Senate Banking Committee came at a moment of intensifying lobbying, soaring investments and audacious forecasts by major tech companies about AI's potential transformative effects. Huang is among the Silicon Valley executives who warn that any
[41]
Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations
Jensen Huang: State-by-state AI regulation would drag industry to a halt Nvidia CEO Jensen Huang said he met with President Donald Trump on Wednesday and that the two men discussed chip export restrictions, as lawmakers consider a proposal to limit exports of advanced artificial intelligence chips
[42]
Nvidia CEO Jensen Huang unsure if China would buy its H200 chips if restrictions are relaxed as Beijing prioritizes homegrown AI solutions -- 'We don't know. We have no clue.'
Will Beijing allow Chinese companies to buy last-generation Nvidia chips? Nvidia chief Jensen Huang said that he's uncertain whether Beijing would allow Chinese companies to purchase Nvidia chips if the company were allowed to sell them there. Huang said this in a statement to reporters after
[43]
Nvidia gets green light to sell H200 chips to China with 25% US cut
The Department of Commerce has permitted Nvidia to export H200 artificial intelligence (AI) chips to approved customers in China, according to Semafor. The U.S. government will receive a 25% share of the revenue from these sales. This development allows for the sale of H200 chips that are
[44]
Trump approves sale of more advanced Nvidia computer chips used in AI to China
WASHINGTON -- President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to "approved customers" in China. There have been concerns about allowing advanced computer chips to be sold to China as it could
[45]
Trump allows Nvidia to sell chips to China - for a 25pc cut
Washington | President Donald Trump granted Nvidia permission to ship its H200 artificial intelligence chip to China in exchange for a 25 per cent surcharge, a move that lets the world's most valuable company potentially regain billions of dollars in lost business from a key global market. Trump
[46]
Trump approves sale of more advanced Nvidia computer chips used in AI to China
WASHINGTON (AP) -- President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to "approved customers" in China. There have been concerns about allowing advanced computer chips to be sold to China as it
[47]
Trump strikes deal with Xi Jinping to allow Nvidia to export AI chips to China
US President Donald Trump said Monday that he reached an agreement with Chinese President Xi Jinping to let Nvidia export its H200 artificial intelligence chips to approved customers in China. This signals a major reversal of the restrictions put in place during former US President Joe Biden's time
[48]
House Republican warns Nvidia H200 sales could help China 'catch up' on AI computing power
Rep. John Moolenaar (R-Mich.), chair of the House Select Committee on the Chinese Communist Party, warned Tuesday that allowing sales of Nvidia's more powerful H200 chips to China could help the country "catch up" to the U.S. on AI computing power. "Right now, China is far behind the United States
[49]
U.S. China Hawks Say Trump Approved Nvidia Chip Sales to China Will Supercharge Its Military
By Karen Freifeld and Alexandra Alper Dec 9 (Reuters) - China hardliners in Washington slammed the Trump administration for its decision to allow Nvidia to ship its second most advanced AI chip to China, citing fears Beijing could harness the technology to supercharge its military. Trump
[50]
Trump allows Nvidia to sell H200 AI chips to China
There have been concerns about allowing advanced computer chips to be sold to China as it could help the country better compete against the U.S. in building out AI capabilities, but there has also been a desire to develop the AI ecosystem with American companies such as chipmaker Nvidia. The chip,
[51]
Nvidia Wins Trump's Approval to Sell H200 AI Chips to China, But There's a Catch
The move comes just months after a less advanced chip was approved in a 15% revenue-sharing deal. Nvidia could be set to sell more of its advanced chips to China, with some conditions. President Trump posted on Truth Social Monday that Nvidia (NVDA) will be allowed to sell its H200 AI chips to
[52]
Jensen Huang Wins Big: Nvidia Regains Access to China's A.I. Market
The approval marks a hard pivot in U.S. export policy and delivers a key win for Jensen Huang's lobbying campaign. Jensen Huang's months-long charm offensive in Washington seems to be paying off. President Donald Trump is granting Nvidia permission to sell the H200 GPU, its second-most powerful
[53]
Nvidia CEO Jensen Huang visits Republicans as debate over intensifying AI race rages
WASHINGTON -- WASHINGTON (AP) -- Nvidia CEO Jensen Huang met separately with President Donald Trump and Republican senators Wednesday as tech executives work to secure favorable federal policies for the artificial intelligence industry, including the limited sale of Nvidia's highly valued computer
[54]
Nvidia lobbies White House and wins loosened AI GPU export control to China -- U.S. lawmakers reportedly reject GAIN AI Act
The U.S. House of Representative on Wednesday rejected a new measure that would require suppliers of popular AI GPUs -- such as AMD or Nvidia -- to prioritize shipments of advanced processors to domestic companies over adversary nations like China, reports Bloomberg citing source familiar with the
[55]
Explainer: How Chinese entities are already using Nvidia's powerful H200 AI chips
China's leading tech firms, universities, and defense entities are eager for Nvidia's H200 artificial intelligence chip. Domestic buyers are already sourcing these powerful chips through unofficial channels. This demand signals a significant market for legal bulk purchases of the advanced
[56]
Trump Allows Sale Of Powerful Nvidia Chip Shipments To China Despite Security Concerns
Trump said that he had informed President Xi Jinping of China, where Nvidia's chips are under government scrutiny, about the move and he "responded positively," according to Trump's post. Trump said the U.S. Commerce Department was finalizing details of the arrangement and the same approach would
[57]
Trump says he will allow Nvidia to sell H200 chips to China
President Trump said Monday that he will allow Nvidia to sell its H200 chips to China in a key win for the chipmaker. "I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions
[58]
Trump Approves Sale of More Advanced Nvidia Computer Chips Used in AI to China
WASHINGTON (AP) -- President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to "approved customers" in China. There have been concerns about allowing advanced computer chips to be sold to China as it
[59]
Nvidia CEO Jensen Huang lobbies Trump and Republicans over AI chip restrictions
Huang's closed-door meeting with Republicans on the Senate Banking Committee came at a moment of intensifying lobbying, soaring investments, and audacious forecasts by major tech companies about AI's potential transformative effects. Huang is among the Silicon Valley executives who warn that any
[60]
NVIDIA's 'Recent' China H200 AI Chip Approval Brings More Constraints Than Opportunities Under the New, Tougher Guardrails
NVIDIA's re-entry in Chinese AI markets is a win for the company's 'zeroed' market share, but the firm is now in a much weaker position, battling regulations and competition. Any regulatory approval to get back into China is an optimistic development for NVIDIA, but based on recent reports, it is
[61]
Elizabeth Warren Says Trump And Lutnick Need To Answer Why They Are 'Selling Out' US Security By Letting China Have Nvidia AI Chips - NVIDIA (NASDAQ:NVDA)
After President Donald Trump confirmed that Nvidia Corp (NASDAQ:NVDA) will be allowed to ship its H200 AI chips to approved customers in China, the political backlash has intensified. Warren Accuses Trump Of Undermining National Security On Tuesday, Sen. Elizabeth Warren (D-Mass.) took to X and
[62]
Trump's Nvidia deal reshapes China strategy and risks supercharging Xi's AI push
U.S. President Donald Trump's decision to allow Nvidia to sell advanced chips to China marks more than just a shift in U.S. tech policy. It also raises questions about how far he'll go to steady ties with Chinese President Xi Jinping. The Republican leader granted America's most-valuable company
[63]
Trump Approved Nvidia's H200 Exports, but China's Limits Could Change Everything
Nvidia has finally prevailed in its campaign to sell chips in China, but it may be too little, too late. After months of uncertainty, President Donald Trump announced that the U.S. government would permit Nvidia (NVDA 0.41%) to sell its H200 processors to China. Trump announced the decision in a
[64]
ByteDance, Alibaba keen to order Nvidia H200 chips after Trump green light, sources say
As the U.S. hints at a potential green light for exports, ByteDance and Alibaba are gearing up to make significant moves for Nvidia's revolutionary H200 AI chip. Their ambition to secure large volumes signals a fierce competition amongst Chinese tech titans. However, anxieties linger about a
[65]
Nvidia CEO meets with Trump, talks export controls
Nvidia CEO Jensen Huang said he met with President Trump on Wednesday and discussed export controls amid a faltering push in Congress to place new restrictions on advanced chip sales to China. "We talked in general about export controls, and I wished him a Happy Holidays," Huang told reporters on
[66]
NVIDIA "Finally" Gets Approval to Sell Hopper H200 AI Chips to China, But Jensen Has Already Said Beijing Won't Be Interested
NVIDIA now has the 'green light' to sell Hopper H200 AI chips to China, a much more capable solution than the H20, but it appears that there are several caveats to this development. The situation for NVIDIA's position in China had become so dire that CEO Jensen Huang announced previously that the
[67]
Beijing To Restrict Nvidia's H200 Chip Access Despite Trump's Approval: Report - Advanced Micro Devices (NASDAQ:AMD), Intel (NASDAQ:INTC)
Beijing is reportedly planning to restrict access to Nvidia Corporation (NASDAQ:NVDA)'s advanced H200 chips, despite the green light from President Donald Trump for their export to China. Chinese Buyers Must Prove Need for Foreign Chips Beijing is working on limiting access to Nvidia's H200
[68]
Trump's reprieve for Nvidia's H200 spurred by Huawei's AI gains
U.S. President Donald Trump decided to let Nvidia sell its H200 artificial intelligence chips to China after concluding the move carried a lower security risk because the company's Chinese archrival, Huawei Technologies, already offers AI systems with comparable performance, according to a person
[69]
The U.S. Just Authorized Nvidia Chip Sales to China. Here's What Investors Need to Know. | The Motley Fool
Nvidia's Jensen Huang says the China AI opportunity is worth billions of dollars. Nvidia's (NVDA 0.34%) business has been going strong over the past few years, thanks to its artificial intelligence (AI) chip leadership, but the company has faced one major problem in recent times: exclusion from a
[70]
Trump's greenlight for Nvidia chip sales to China sparks US security concerns
President Donald Trump announced the move to allow H200 sales to China in a social media post on Monday, adding that the US would collect a 25% fee on such sales, and that AMD and Intel would get approval to sell similar chips there. China hardliners in Washington slammed the Trump administration
[71]
Nvidia CEO Huang Blasts Proposed State AI Laws - NVIDIA (NASDAQ:NVDA)
America's escalating chip crackdown on China took center stage this week, drawing sharp warnings from Nvidia Corp (NASDAQ:NVDA) chief Jensen Huang and investors who say U.S. policy could redefine the future of the semiconductor industry. Huang met with President Donald Trump on Wednesday to
[72]
Nvidia wins Trump's approval to sell H200 AI chips in China
U.S. President Donald Trump has granted Nvidia permission to ship its H200 artificial intelligence chip to China in exchange for a 25% surcharge, a move that lets the world's most valuable company potentially regain billions of dollars in lost business from a key global market. The decision was
[73]
Trump Clears NVIDIA H200 Chip Sales to China, Sparks Security Debate
Trump Approves NVIDIA's H200 Chip Sales to China Amid Rising Security Concerns US President Donald Trump has announced that he will approve the sale of NVIDIA's H200 AI chips to China. The decision would be a key U-turn in the ongoing tech and geopolitical tug-of-war. Trump had previously rolled
[74]
China to restrict access to Nvidia's advanced chips -- as Trump...
China is set to limit access to Nvidia's advanced H200 chips - even after President Trump said the US chipmaker could resume exports to Beijing, according to a report. Chinese companies have been forced to use less-powerful domestic alternatives as the US has enforced strict export controls on its
[75]
Trump approves sale of more advanced Nvidia computer chips used in AI to China
WASHINGTON -- U.S. President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to "approved customers" in China. There have been concerns about allowing advanced computer chips to be sold to China as it
[76]
Nvidia Stock Pops After President Trump OKs Sales of New H200 AI Chips to China
Nvidia (NASDAQ: NVDA) stock gained 2.3% in after-hours trading on Monday, following President Donald Trump's reportedly posting on Truth Social that the U.S. government will allow Nvidia to export its new H200 artificial intelligence (AI) chips to select customers in China. Nvidia will have to pay
[77]
Jefferies doubts strong demand for Nvidia's H200 chips in China By Investing.com
Investing.com -- Uncertainty is building over how much demand China will show for Nvidia's H200 AI chip after Washington cleared the product for sale to approved China. Jefferies analysts highlight Beijing's focus is on its domestic alternatives. On Tuesday Donald Trump said United States will let
[78]
Trump approves export of old-gen Nvidia H200 Chips to China with conditions, revenue share
U.S. President Donald Trump said on Monday that he will allow Nvidia to ship its H200 chips to approved customers in China and other countries, under conditions that allow for continued strong national security. The U.S. Department of Commerce is finalizing the details, and the same approach will
[79]
Trump gives green light to Nvidia to ship powerful AI chips to China...
The US government will allow Nvidia to export its H200 artificial intelligence chips to China, collecting a fee for each chip, President Trump said Monday. Shares of Nvidia, the world's most valuable company rose 1.2% in after-hours trading after Trump made the announcement on Truth Social, having
[80]
Could Nvidia's H200 impact China's AI chip localization push? Bernstein weighs in. By Investing.com
Investing.com - A shift in policy by the United States allowing Nvidia to sell its artificial intelligence-optimized H200 chip to China will not reverse a move by Beijing to boost domestic production of rival processors, according to analysts at Bernstein. U.S. President Donald Trump announced the
[81]
Nvidia stock jumps as Trump approves H200 AI chip sales to China with 25% US revenue share - Is NVDA now a long-term buy as major uncertainty ends?
Nvidia stock today: Nvidia (NVDA) shares moved higher on Monday after President Donald Trump approved the sale of the company's H200 artificial-intelligence chips to "approved customers" in China and several other regions. The announcement, made on December 8 on Truth Social, ended months of
[82]
ByteDance, Alibaba now keen to order Nvidia H200 chips: sources
STORY: ByteDance and Alibaba want to buy Nvidia H200 chips after U.S. President Donald Trump approved exports to China. That's according to four people briefed on the matter, who spoke to Reuters. Two sources said the Chinese tech giants want to place large orders for Nvidia's second-best AI chip
[83]
Trump's greenlight for Nvidia chip sales to China sparks US security concerns
Dec 9 (Reuters) - China hardliners in Washington slammed the Trump administration for its decision to allow Nvidia to ship its second most advanced AI chip to China, citing concerns Beijing could harness the technology to supercharge its military. President Donald Trump announced the move to allow
[84]
China to limit access to Nvidia's H200 chips despite Trump export approval, FT reports - The Economic Times
Beijing is set to limit access to Nvidia's advanced H200 chips despite US President Donald Trump's decision to allow the export of the technology to China.Beijing is set to limit access to Nvidia's advanced H200 chips despite US President Donald Trump's decision to allow the export of the
[85]
U.S. China hawks say Trump approved Nvidia chip sales to China will supercharge its military
Dec 9 (Reuters) - China hardliners in Washington slammed the Trump administration for its decision to allow Nvidia to ship its second most advanced AI chip to China, citing fears Beijing could harness the technology to supercharge its military. Trump announced the move to allow H200 sales to China
[86]
Nvidia shares gain as Trump allows some AI chip sales to China
Nvidia shares rose 1.7% in US premarket trading on Tuesday after President Donald Trump said he will allow the sale of its H200 chips to approved Chinese customers, easing concerns over access to one of its biggest markets. Trump's decision appears to settle a debate over whether Nvidia and its
[87]
Nvidia shares gain as Trump allows some AI chip sales to China
Dec 9 (Reuters) - Nvidia shares rose 1.7% in U.S. premarket trading on Tuesday after President Donald Trump said he will allow the sale of its H200 chips to approved Chinese customers, easing concerns over access to one of its biggest markets. Trump's decision appears to settle a debate over
[88]
Trump reverses US chip curbs in deal with Xi, allows Nvidia exports to China despite security fears
President Trump announced an agreement with China allowing Nvidia to export advanced H200 AI chips to approved customers, a reversal of Biden-era restrictions. Trump stated the deal will benefit American jobs and taxpayers, with a 25% payment to the US, while keeping the most advanced chips
[89]
The US authorizes Nvidia to export its H200 chips to China, with a 25% tax
The announced rate, higher than the 15% planned in August, will be applied to Taiwan, where the chips are manufactured, before security checks in the United States, then shipment to China. The announcement immediately impacted the market, with the Nvidia stock rising 2% after Wall Street closed,
[90]
Trump praises Nvidia CEO Jensen Huang after discussion about export controls
President Trump met with Nvidia CEO Jensen Huang, stating Huang understands the administration's stance on export controls to China. Huang also met with lawmakers, arguing that state-by-state AI regulations would hinder development. He later downplayed concerns about Nvidia chips being smuggled,
[91]
Trump approves sale of more advanced Nvidia computer chips used in AI to China
WASHINGTON (AP) -- President Donald Trump said Monday that he would allow Nvidia to sell an advanced type of computer chip used in the development of artificial intelligence to "approved customers" in China. There have been concerns about allowing advanced computer chips to be sold to as it could
[92]
US to allow Nvidia to ship H200 chips to China, Trump says
Dec 8 (Reuters) - U.S. President Donald Trump said on Monday that he will allow Nvidia to ship its H200 chips to approved customers in China and other countries, under conditions that he said would allow for continued strong national security. The U.S. Department of Commerce is finalizing the
[93]
US to open up exports of Nvidia H200 chips to China, Semafor reports
WASHINGTON, Dec 8 (Reuters) - The U.S. Commerce Department will soon allow Nvidia Corp's H200 chip to be exported to China, Semafor news outlet reported on Monday, citing a person with knowledge of the plan. Nvidia shares rose 2.2% immediately after the report. Reuters could not immediately
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Nvidia CEO Huang meets with Trump to discuss export restrictions and federal AI regulations
He is a strong advocate of a unified federal regulatory framework for artificial intelligence (AI) instead of a patchwork of state-level rules. CEO met with President to discuss export restrictions on advanced artificial intelligence (AI) chips. Huang stressed Nvidia's support for export controls,
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Trump praises Nvidia's Huang after talks on chip export controls
STORY: President Donald Trump on Wednesday praised Nvidia CEO Jensen Huang after a private discussion on chip export controls. "I did with Jensen [Huang], smart man." Trump said that he had given a sense of where he stood on export controls and the types of chips that Nvidia can sell to
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US President Donald Trump says Nvidia can sell H200 chips in China, but there's a catch
\The company's top-tier chips, known as Blackwell and the upcoming Rubin, were not included in the approval. US President Donald Trump has announced that he will allow Nvidia to sell a type of advanced computing chip to "approved customers" in China. The chip in question is called the H200. It's
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The US government has approved Nvidia's sale of H200 AI chips to China, with the US taking a 25% cut of sales. The decision reverses previous AI chip export curbs and has sparked intense debate among experts and lawmakers who warn it could help China close the gap in the AI race, while supporters argue controlled access maintains US technological superiority.
Trump Reverses Course on Nvidia H200 Exports to China
President Donald Trump has authorized the sale of Nvidia's H200 AI chips to China, marking a significant shift in US chip policy that has ignited fierce debate over national security concerns and America's technological edge. The Department of Commerce will allow Nvidia to ship H200 chips to approved Chinese customers, with the US government taking a 25% cut of sales to support American jobs and manufacturing
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. The decision reverses AI chip export curbs that had effectively locked China out of accessing advanced US semiconductor technology.
Source: New York Post
The H200, based on Nvidia's previous-generation Hopper design with access to 141GB of HBM3E memory, is six times more powerful than the H20 chip currently available in China but about 10 times less powerful than Nvidia's cutting-edge Blackwell chip, which remains restricted
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. Trump emphasized that Nvidia's Blackwell and upcoming Rubin chips are not part of this deal, with the same approach set to apply to AMD, Intel, and other American companies5
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Source: Japan Times
Experts Warn of Handing Away US Advantage
The decision has drawn sharp criticism from national security experts who argue it undermines America's position in the AI race. Jake Sullivan, former Biden-era national security advisor who helped design previous export restrictions, called Trump's move "nuts," telling The New York Times that "China's main problem is they don't have enough advanced computing capability." Sullivan warned that "we are literally handing away our advantage" and that "China's leaders can't believe their luck"
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.The timing appears particularly critical given that Huawei, China's leading AI chip maker, is estimated to be about two years behind Nvidia's technology. By approving Nvidia H200 exports, critics argue Trump may unwittingly help Chinese chip makers catch up to Nvidia's capabilities
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. Congressional lawmakers have also expressed alarm, with Republican Senator Pete Ricketts and Democratic Senator Chris Coons introducing the Secure and Feasible Exports Act (SAFE) Chips Act on December 4, which would block advanced AI chip exports to China for 30 months2
.The Strategic Rationale Behind Controlled Access to Advanced Chips
Trump was reportedly persuaded by Nvidia CEO Jensen Huang and his "AI czar" David Sacks that restricting sales would only ensure Chinese chip makers captured the entire domestic market, allowing firms like Huawei to shore up revenue for R&D
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. The counter-argument centers on keeping China's AI industry dependent on US chips while generating substantial revenue—potentially $10-15 billion annually according to Bloomberg Intelligence—that Nvidia could reinvest into maintaining its technological lead1
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Source: ET
Under the new framework, each H200 must be manufactured by TSMC, shipped to the US for inspection, and then re-exported to China, with a 25% import duty collected at the US checkpoint
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. This approach represents a shift from outright denial to managed access, with officials concluding that permitting H200 sales while keeping newer architectures restricted could slow China's push for chip independence without surrendering the US technological lead4
.Related Stories
China's Response and Market Dynamics
Chinese regulators have begun internal reviews following the announcement, with officials from the National Development and Reform Commission and Ministry of Industry and Information Technology meeting with major tech companies including Alibaba, ByteDance, and Tencent to assess projected demand for H200 GPUs
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. Sources indicate regulators may impose import limits tied to domestic procurement, requiring companies to demonstrate investment in Chinese AI accelerators from Huawei's Ascend or Cambricon's Siyuan series4
.The situation is complicated by China's September ban, when the Cyberspace Administration of China prohibited domestic companies from buying Nvidia's chips in favor of supporting domestic chip manufacturing
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. However, the H200's substantial performance advantage—reportedly double the speed of Chinese-produced hardware—and access to the CUDA ecosystem with its AI design and development tools may prove irresistible5
. Zhang Yuchun, a general manager at SuperCloud, told Reuters that "the training of leading Chinese AI models still relies on Nvidia cards," expecting major Chinese tech companies to purchase H200 GPUs "in a low key manner"4
.Supply Constraints and Long-Term Implications
Nvidia's ability to meet Chinese demand may be limited, as the company has deprioritized H200 manufacturing to focus on ramping production of Blackwell-class B100 and B200 GPUs while preparing its Rubin successor
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. The supply chain reality suggests this policy shift may generate less revenue than the $10-15 billion annual estimate, potentially undermining the economic rationale for the decision.The move ends a freeze that led to Nvidia losing its entire Chinese market share and disrupted development plans for large-scale AI models in the region
4
. Yet the decision's impact on trade tensions and the broader semiconductor supply chain remains uncertain. With on-again, off-again tariffs creating inconsistency and even spurring smuggling operations, the effectiveness of export restrictions in maintaining US technological superiority faces ongoing scrutiny5
. As China continues developing domestic alternatives while US policy oscillates between restriction and controlled access, the question of whether this approach preserves or erodes America's AI advantage will likely define the next phase of US-China tech competition.References
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