Overview
- The Commerce Department is preparing to authorize exports of Nvidia H200 GPUs to China, according to Semafor, with a Reuters source confirming the plan.
- The reported approval covers the Hopper‑generation H200 rather than Nvidia’s newest Blackwell chips, with the H200 offering large HBM3 memory and stronger performance than the export‑compliant H20.
- A new Senate proposal, the Secure and Feasible Exports (SAFE) bill, would impose a 30‑month pause on export licenses for advanced chips to U.S. adversaries, heightening political pressure on regulators.
- Beijing previously blocked purchases of Nvidia’s H20, creating uncertainty over whether Chinese authorities will allow H200 imports even if Washington grants licenses.
- Nvidia shares rose on the report, as the move could support revenue and preserve the CUDA ecosystem’s influence, while CEO Jensen Huang has lobbied President Trump and lawmakers against tighter curbs.