The United States will allow Nvidia to send its advanced H200 chips to approved customers in China and several other countries under a new policy announced by President Donald Trump. The decision comes with strict conditions designed to protect U.S. national security.
Key Policy: 25% Payment to the U.S. Government
Under the new rules, companies buying Nvidia’s H200 chips in China will pay a 25% fee to the U.S. government. Trump described this model as a way to support American taxpayers, workers and chip manufacturing inside the country.
Trump said he had informed China’s President Xi Jinping about the updated framework and received a “positive” response.
Why the Policy Changed
Trump criticized the earlier administration’s approach, which forced U.S. chipmakers to sell lower-performance versions of AI chips in restricted markets. He argued that this weakened American companies without offering real security benefits.
The new policy aims to keep national security safeguards intact while allowing U.S. firms to continue global business in a controlled and transparent way.
Same Rules for AMD, Intel, and Others
The administration confirmed that these conditions will also apply to AMD, Intel, and other U.S. semiconductor companies. The Department of Commerce is finalizing the technical and licensing details.
Blackwell and Rubin Chips Not Included
Nvidia’s most advanced next-generation chips—Blackwell and Rubin—will remain fully restricted for U.S. customers only. These processors will not be part of the new export framework.
What This Means
- China can buy H200 chips, but only from approved customers.
- Every sale includes a 25% payment to the U.S. government.
- U.S. national security rules will stay in force.
- Nvidia, AMD, Intel, and other firms get clearer export rules.
- Next-gen chips remain exclusive to the U.S. market.
Why It Matters
The H200 chip is a key component for AI development and advanced computing. Allowing limited exports could ease global supply tensions while keeping control over the most sensitive technologies. The policy also strengthens revenue for U.S. companies and adds a direct financial benefit to the American government.
China Welcomes U.S. Move on NVIDIA Chip Exports
China’s Foreign Ministry said it supports “win-win cooperation” after the U.S. decided to allow NVIDIA’s H200 chips to be exported to China. Following the news, NVIDIA’s Frankfurt-listed shares opened 2.6% higher as markets reacted positively to the approval.
China May Restrict Access to Nvidia’s H200 Chips
China is considering allowing only limited access to Nvidia’s advanced H200 chips, even though the U.S. has approved their export, the FT reports. Regulators are discussing an approval system where buyers must justify why Chinese-made alternatives are not enough. Officials may also ban public-sector agencies from purchasing the H200, though no final decision has been made.
Sources also say the U.S. could add its own approval step, permitting sales only to companies it considers “safe.” The two Chinese regulators leading the semiconductor self-reliance push- the NDRC and MIIT have not commented on the matter yet.
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