Trump Authorizes Limited Nvidia H200 Exports to China With 25% U.S. Take

Overview

• The authorization covers shipments to approved customers in China under national security conditions announced by President Trump.
• Trump said 25% of sales would be paid to the United States, with the payment mechanism not yet specified.
• The Commerce Department is drafting implementation rules, and Trump signaled a similar framework could extend to AMD and Intel.
• Nvidia’s newer Blackwell and forthcoming Rubin chips remain restricted to U.S. customers and are not included in the China approval.
• Trump said he informed Xi Jinping of the decision and described a positive response, yet Chinese acceptance remains uncertain after earlier guidance led buyers to reject Nvidia’s H20.