Overview
- The approval allows H200 shipments to approved Chinese customers under national‑security conditions, and President Trump said he informed Xi Jinping of the move.
- The government will retain 25% of revenue from these sales, and Trump signaled similar treatment for AMD and Intel while Commerce finalizes implementation details.
- Exports of Nvidia’s current Blackwell hardware and the forthcoming Rubin system remain prohibited.
- Nvidia welcomed the decision as a pragmatic balance to keep AI development tied to U.S. technology, and its shares rose about 2% after the announcement.
- Critics warn H200 performance could bolster Chinese military and supercomputing projects, and it remains uncertain whether Beijing and Chinese buyers will accept the chips given prior H20 rejections.