Overview
- Trump is consulting multiple advisers on potential H200 exports to China, with no final decision announced.
- Recent Justice Department arrests over alleged illegal GPU shipments to China have intensified scrutiny of any policy shift.
- Nvidia has been effectively shut out of China after Beijing discouraged purchases of the approved H20, and CEO Jensen Huang is lobbying for renewed access.
- The White House has ruled out Blackwell‑series exports to China, even as Commerce cleared up to 70,000 next‑generation units for partners in Saudi Arabia and the UAE.
- Following an October framework and a call on Monday, Xi Jinping said trade ties show positive momentum, while congressional national‑security hawks signal opposition to easing controls.