Overview
- President Trump said approved Chinese customers could buy H200 chips under national-security conditions, and he reported a positive response from Xi Jinping.
- The Commerce Department is finalizing implementation rules, and the same revenue-share framework will extend to AMD and Intel.
- Exports of Nvidia’s Blackwell chips remain prohibited, with availability not expected until the second half of 2026, according to reports.
- The H200 is positioned above the previously authorized H20, with one think tank estimating it offers nearly six times the H20’s performance.
- Nvidia shares rose about 2.2% in after-hours trading following the announcement.