Overview
- President Donald Trump said Nvidia can ship H200 AI chips to “approved customers” in China under U.S. oversight, with 25% of sales paid to the United States.
- Top-tier Blackwell and upcoming Rubin processors are excluded, and the Commerce Department is finalizing licenses and vetting, with similar terms planned for AMD and Intel.
- A White House spokesperson said the 25% will be collected as an import tax during U.S. security inspection before re-export to China.
- Nvidia welcomed the decision as a balance supporting U.S. jobs, while lawmakers and security experts warned it could aid China’s military and cyber capabilities and pushed related legislation such as the SAFE Chips Act.
- Acceptance in China remains uncertain after regulators discouraged Nvidia’s H20 earlier, though Trump said Xi Jinping responded positively to the new plan.