Overview
- President Donald Trump said Nvidia may ship H200 AI chips to approved customers in China in exchange for a 25% payment to the United States, with the same framework planned for AMD and Intel.
- The authorization excludes Nvidia’s most advanced Blackwell and Rubin chips, while the H200 is far more capable than the China‑oriented H20 that Beijing previously discouraged buyers from using.
- A proposed mechanism described by a Commerce official would collect the 25% as chips move from Taiwan to the U.S. for Bureau of Industry and Security review before re‑export.
- Actual sales remain uncertain, with reports that Chinese authorities could restrict access or require approvals and analysts warning Beijing may again steer firms away from U.S. GPUs.
- Nvidia welcomed the decision as a balance between industry and security, while bipartisan lawmakers raised national‑security objections as the Commerce Department finalizes licensing and vetting.