Overview
- President Donald Trump said Nvidia can ship H200 AI chips to “approved customers” in China, with the company’s newer Blackwell and future Rubin products excluded.
- He said the same framework will apply to AMD and Intel, with the Department of Commerce finalizing implementation and customer vetting.
- Trump asserted the U.S. government will receive 25% of revenue from these approved exports, following earlier reports of a 15% revenue share arrangement.
- The H200 is a generation behind Nvidia’s latest chips yet far more capable than the H20 variant that Chinese authorities previously discouraged companies from buying.
- Bipartisan proposals in Congress would halt or restrict such export licenses for about 30 months, and China’s acceptance remains uncertain even as U.S. chip stocks rose on the news.