Overview
- President Donald Trump said Nvidia can ship H200 AI processors to approved Chinese customers under Commerce Department vetting, while Blackwell and Rubin chips remain restricted.
- Trump said the United States will receive a 25% payment on the sales, with multiple reports describing a process that routes Taiwan-made chips through U.S. inspection before re-export.
- Nvidia welcomed the move as a balanced way to support U.S. jobs and manufacturing, and shares rose after the announcement.
- The administration said similar licensing terms are being finalized for AMD, Intel and other U.S. chipmakers.
- Lawmakers from both parties warned the easing could bolster China’s AI and military capabilities, and it remains unclear whether Beijing will permit broad use of the H200 chips.