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U.S. Lets Nvidia Sell H200 AI Chips to China, Keeps Newest GPUs Off-Limits

Washington attaches a 25% revenue holdback to signal security limits during rulemaking.

Overview

  • President Trump said exports will be limited to Nvidia’s Hopper‑generation H200, with Blackwell and Rubin remaining restricted.
  • The government will retain 25% of revenue from China sales under the arrangement announced on Truth Social.
  • The Commerce Department is working out implementation details, and similar relief is expected for AMD and Intel, according to Trump.
  • Trump said he informed Xi Jinping about the plan and described China’s reaction as positive, though acceptance of H200 by Chinese buyers is not yet clear.
  • The move follows China’s rejection of downgraded H20 chips and has drawn warnings that H200 performance could aid military and supercomputing work.