Overview
- Shipments cover Nvidia's H200 for approved commercial customers in China, with Blackwell and Rubin explicitly excluded.
- The Commerce Department is finalizing licenses and recipient vetting, and the same framework is planned for AMD and Intel.
- Trump said Xi "responded positively," though Chinese acceptance remains uncertain after regulators discouraged purchases of Nvidia's H20.
- Nvidia applauded the decision after months of lobbying by CEO Jensen Huang, and the stock ticked higher in after-hours trading.
- Bipartisan lawmakers warned of national-security risks and advanced measures such as the SAFE Chips Act to restrict advanced-chip exports.