Overview
- President Donald Trump said the U.S. will permit Nvidia to ship H200 GPUs to vetted buyers in China, excluding newer Blackwell and future Rubin chips, with details to be set by the Commerce Department.
- Trump wrote that the government would take a 25% cut of approved sales and indicated a similar approach would apply to AMD and Intel, though implementation specifics are still pending.
- The move follows reporting that Commerce plans to allow exports of H200s — roughly a generation behind Nvidia’s top chips — as a compromise intended to maintain U.S. standards and market share.
- Lawmakers introduced the bipartisan SAFE Chips Act to require denial of advanced AI chip export licenses to China for about two years, reflecting persistent national‑security concerns.
- Uncertainty remains over China’s acceptance after it blocked Nvidia’s weaker H20, while U.S. enforcement continues, including a guilty plea in a Houston‑linked smuggling case involving high‑end Nvidia chips.