U.S. to Allow Nvidia H200 Chip Exports to China With 25% Cut
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President Donald Trump said the U.S. will allow Nvidia Corp. to export its H200 artificial intelligence chips to China, conditional on the continued assurance of American national security and a requirement that the company pay 25% of sales proceeds to the U.S. government.
In a Truth Social post Monday, Trump stated he had informed Chinese President Xi Jinping of the decision and that Xi “responded positively.” “25% will be paid to the United States of America,” he added.
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- President Trump approved Nvidia’s export of H200 AI chips to China, excluding its most advanced models, with a 25% sales proceeds payment to the U.S. government.
- Similar export terms apply to AMD and Intel; the H200 is six times more powerful than the earlier H20 chip but lags Nvidia’s latest technology by 18 months.
- The decision followed internal U.S. debate, trade negotiations, and ongoing security concerns involving chip exports to China.
- Nvidia Corp.
- The U.S. government, under President Donald Trump, will permit Nvidia Corp. to export its H200 AI chips to China. This is conditional on U.S. national security assurances and Nvidia paying 25% of sales proceeds to the U.S. government. However, Nvidia's most advanced chips, the Blackwell and Rubin series, remain banned. This decision aims to benefit American jobs and taxpayers. Shares of Nvidia rose after the announcement.
- Advanced Micro Devices Inc.
- Advanced Micro Devices Inc. (AMD) is mentioned as a U.S. chipmaker that would receive similar export privileges to Nvidia, allowing them to sell certain chips to China. This decision, made by President Donald Trump, aims to bolster American jobs and benefit taxpayers. However, the most advanced processors are excluded from this deal.
- Intel Corp.
- Intel Corp. is mentioned as another U.S. chipmaker that would receive similar export privileges to sell chips in China, along with Nvidia and AMD. This decision was made by President Donald Trump, who stated it would benefit American jobs and taxpayers. The deal, however, excludes Nvidia's most advanced processors.
- May 2025:
- US lawmakers introduced the Chip Security Act to mandate location verification for advanced chips.
- By June 2025:
- US officials attempted to tie approvals for H20 chip exports to negotiations about China's rare-earth export policies.
- July 2025:
- Cyberspace Administration of China summoned Nvidia to address security concerns over the H20 chip.
- After Trump took office in 2025:
- The Trump administration initially used permissions for the H20 chip as a bargaining tool in tariff talks.
- Late October 2025:
- US and Chinese leaders met in Busan, South Korea; Trump hinted at allowing some chip exports, excluding the most advanced hardware.
- October 2025:
- Nvidia CEO Jensen Huang said the company's high-end chip market share in China fell from 95% to zero due to sanctions.
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