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U.S. Lets Nvidia Sell H200 AI Chips to China With U.S. Taking 25% of Sales

Commerce will set the rules next, with Nvidia’s latest Blackwell and Rubin chips remaining off limits.

Overview

  • President Trump announced the decision on Truth Social and said the plan preserves strong U.S. national security.
  • Trump said he informed China’s President Xi Jinping of the move and described Xi’s response as positive.
  • The Commerce Department will define implementation details, and similar easing could apply to AMD and Intel, according to Trump.
  • The H200 belongs to Nvidia’s Hopper generation and is less advanced than Blackwell but far more capable than the previously offered H20.
  • After earlier restrictions, Chinese authorities urged domestic firms to avoid Nvidia’s downgraded H20 chips, highlighting ongoing tensions over AI controls.