Overview
- President Trump announced on Truth Social that Nvidia may sell H200 chips to approved clients in China under a scheme sending 25% of sales revenue to the U.S. government.
- Trump said he informed Xi Jinping and described a positive response, a claim not independently confirmed in the coverage provided.
- The authorization excludes Nvidia’s newest families, including Blackwell and future Rubin chips, and Trump signaled similar terms could apply to AMD and Intel.
- Nvidia welcomed the move in a public statement after months of lobbying by CEO Jensen Huang and renewed engagement with the White House and Congress.
- Analysts note the H200 is far more capable than the previously permitted H20, with the Institute for Progress estimating roughly six times the performance.