Overview
- President Trump announced that Nvidia may export H200 chips to Chinese commercial customers reviewed by the Commerce Department.
- Multiple reports say the approval includes a 25% government share of revenue from H200 sales to China.
- Implementation is reported to require each H200 to route from TSMC through the United States for BIS inspection and taxation before re‑export.
- Nvidia welcomed the move as a balanced policy that lets U.S. chipmakers compete while serving Commerce‑reviewed buyers.
- Nvidia’s stock rose on the announcement, as coverage framed H200 as a Hopper‑based part that outperforms the H20 yet trails Blackwell to maintain a generational advantage.