Trump Administration Considers Allowing Nvidia H200 AI Chip Sales to China Amid Trade Détente
16 Sources
[1]
US considering letting Nvidia sell H200 chips to China, sources say
Nov 21 (Reuters) - The Trump administration is considering greenlighting sales of Nvidia's H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced U.S. technology to China. The Commerce Department, which
[2]
Trump might allow Nvidia to sell powerful chips to China: Lutnick
President Donald Trump speaks to reporters after stepping off Air Force One on September 7, 2025 at Joint Base Andrews, Maryland. (Kevin Dietsch/Getty Images) President Donald Trump is deciding whether to allow the AI chipmaker Nvidia to sell advanced computer chips to Beijing, Commerce Secretary
[3]
Trump weighing advanced Nvidia chip sales to China: Report - The Economic Times
US President Donald Trump is weighing whether to allow Nvidia to sell advanced artificial intelligence chips to China, Commerce Secretary Howard Lutnick said in an interview to Bloomberg News on Monday. The president is consulting "lots of different advisers" in deciding on the potential exports,
[4]
Xi Jinping Says US-China Trade Relations Maintain Positive Momentum As Trump Considers Allowing Nvidia AI Chip Sales To Beijing - NVIDIA (NASDAQ:NVDA)
On Monday, Chinese President Xi Jinping highlighted the ongoing progress in U.S.-China trade ties after a phone call with President Donald Trump. This comes after it was reported that Washington is considering allowing Nvidia Corp (NASDAQ:NVDA) to resume AI chip sales to China. Xi Jinping
[5]
U.S. mulls letting Nvidia sell H200 chips to China, sources say
U.S. President Donald Trump's administration is considering greenlighting sales of Nvidia's H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced U.S. technology to China. The Commerce Department, which
[6]
Good News for Nvidia Investors
Media reports suggest the White House is urging lawmakers to kill a pending bill in Congress that would increase export curbs on U.S.-made semiconductors. The artificial intelligence (AI) chip giant Nvidia (NVDA 5.53%) just reported a strong quarter of earnings and guided for higher revenue in the
[7]
Could Trump greenlight Nvidia to sell H200 AI chips in China? Here's what it means for the global tech race
Nvidia H200 AI chips China: The Trump administration is weighing whether to let Nvidia resume sales of its powerful H200 artificial intelligence chips to China, which could be a potential policy shift that comes as Washington and Beijing navigate a fragile tech truce, as per a report. The Commerce
[8]
Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth - Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD)
Despite a sharp pullback in Nvidia Corp's (NASDAQ:NVDA) shares this month, a potential policy reversal on U.S. chip exports to China could dramatically boost the company's outlook, according to Deepwater Asset Management's Gene Munster. Trump Reportedly Administration Weighs H200 Exports To
[9]
A Trump Policy Pivot Could Hand Nvidia Billions in AI Chip Sales -- If It Happens | The Motley Fool
Nvidia (NVDA 1.06%) is currently barred from selling its vaunted graphics processing chips (GPUs) in China, but there may be some movement on that front. Bloomberg is reporting that the Trump administration is considering allowing Nvidia to sell its H200 chips to China -- and if so, it could be
[10]
US considering letting Nvidia sell H200 chips to China, sources say - The Korea Times
The Trump administration is considering greenlighting sales of Nvidia's H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced U.S. technology to China. The Commerce Department, which oversees U.S. export
[11]
US Reviews NVIDIA H200 Export Rules as China Relations Show New Easing
The Trump administration is weighing whether to allow NVIDIA to sell its H200 artificial intelligence chips to China, according to people familiar with the internal discussions. The review comes as Washington and Beijing try to stabilize ties after a prolonged trade and technology conflict.
[12]
U.S. mulls letting Nvidia sell H200 chips to China, sources say
The Trump administration is considering greenlighting sales of Nvidia's H200 artificial intelligence chips to China, people familiar with the matter said, as a bilateral detente boosts prospects for exports of advanced U.S. technology to China. The U.S. Commerce Department, which oversees U.S.
[13]
National security or technological dominance: the dilemma over exporting Nvidia chips to China
Commerce Secretary Howard Lutnick yesterday confirmed that the Trump administration is considering allowing the export of Nvidia's H200 chips to China. The final decision will rest with President Trump and the strategy he wants to pursue towards China. On Friday, Bloomberg reported that
[14]
Trump weighing advanced Nvidia chip sales to China, Bloomberg News reports
(Reuters) -U.S. President Donald Trump is weighing whether to allow Nvidia to sell advanced artificial intelligence chips to China, Commerce Secretary Howard Lutnick said in an interview to Bloomberg News on Monday. The president is consulting "lots of different advisers" in deciding on the
[15]
Chinese Chip Stocks Fall After U.S. Weighs Sending Nvidia H200 Chips to China
Chinese semiconductor stocks fell sharply after news that the Trump administration is considering easing some restrictions on chip exports to China, which could undermine the appeal of domestically made chips. Shares of Semiconductor Manufacturing International Corp., China's largest contract chip
[16]
US Officials in Early Talks on Letting Nvidia Sell H200 AI Chips to China
NVIDIA Corporation is the world leader in the design, development, and marketing of programmable graphics processors. The group also develops associated software. Net sales break down by family of products as follows: - computing and networking solutions (89%): data center platforms and
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The Trump administration is reviewing export restrictions on Nvidia's advanced H200 AI chips to China, signaling a potential shift in U.S.-China tech policy. This comes as bilateral relations show positive momentum following recent diplomatic agreements.
Trump Administration Reviews Nvidia Chip Export Policy
The Trump administration is actively considering allowing Nvidia Corporation to resume sales of its advanced H200 artificial intelligence chips to China, marking a potential significant shift in U.S. export control policies
1
. The Commerce Department, which oversees U.S. export controls, is reviewing its current policy of barring sales of such advanced semiconductors to China, according to sources familiar with the matter5
.Commerce Secretary Howard Lutnick confirmed in a CNBC interview that President Trump is weighing the decision, consulting with "lots of different advisers" on the potential exports
2
. Lutnick emphasized that Trump is considering the trade-offs between safeguarding national security and boosting the U.S. economy, stating "That is the question, it's in front of the president"2
.
Source: ET
Nvidia's Lobbying Efforts and Market Impact
Nvidia CEO Jensen Huang has been actively lobbying the Trump administration to greenlight these chip sales, according to Lutnick
2
. The chipmaker has been significantly impacted by the ongoing U.S.-China trade tensions, with Huang previously stating that the company's China business had collapsed, seeing its market share plunge from 95% to zero under the export bans4
.The potential authorization would represent a significant boost for Nvidia, already valued at $5 trillion following a robust third-quarter earnings season
2
. The company previously sold the H20 chip, specially designed for the Chinese market, until trade tensions escalated. The H200 represents a more advanced offering compared to the H20, though still less capable than Nvidia's cutting-edge Blackwell series chips2
.
Source: Benzinga
Diplomatic Context and Bilateral Relations
This policy review comes amid improving U.S.-China relations following recent diplomatic engagements. Chinese President Xi Jinping highlighted the ongoing progress in bilateral trade ties during a Monday phone call with President Trump, emphasizing that both nations should expand their cooperation
4
.
Source: Benzinga
The phone conversation followed a framework agreement reached by the two leaders in South Korea in October, aimed at easing lingering trade tensions
4
. Trump described the call as "very good" on Truth Social, covering topics including Ukraine/Russia, fentanyl, and U.S. farm products such as soybeans. He also announced plans to visit Beijing in April at Xi's invitation and extended an invitation to Xi for a U.S. state visit later this year4
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National Security Concerns and Policy Evolution
The Biden administration initially implemented restrictions on U.S. companies selling semiconductors to prevent China from gaining an advantage in the global AI race
2
. These policies were supported by national security hawks in both Republican and Democratic parties, who expressed concerns that shipments of advanced AI chips to China could help Beijing enhance its military capabilities1
.Trump initially maintained these restrictive policies at the start of his second term but later modified them in July with an extraordinary agreement involving Nvidia and AMD. Under this arrangement, the companies would hand over 15% of H20 chip sales revenue in China to the federal government
2
. However, the Chinese government responded by discouraging state-owned companies from purchasing or relying on Nvidia's chips, effectively limiting the impact of this compromise2
.References
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