President Donald Trump on Monday revealed plans to lift export restrictions on Nvidia’s H200 chips to China, marking a significant policy shift amid the ongoing trade tensions between the two largest global economies.
The H200, Nvidia’s second most powerful AI processor, plays a crucial role in handling advanced artificial intelligence workloads.
Trump clarified that Nvidia’s in-demand Blackwell processors and the upcoming Rubin series are excluded from the agreement.
“I have informed President Xi of China that the United States will allow NVIDIA to ship its H200 products to approved customers in China and other countries, under conditions that allow for continued strong national security. President Xi responded positively,” Trump stated.
Nvidia, the world’s most valuable company and top chipmaker, has thrived amid the surge in AI demand over recent years.
Trump noted that “25% will be paid to the United States of America,” suggesting that a quarter of Nvidia’s revenue from these sales would be directed to the U.S. government.
The announcement follows Trump’s meeting with Nvidia CEO Jensen Huang last week. Trump has consistently stressed that the U.S. must lead the global AI race, even as China continues to heavily invest in its domestic AI industry.
Trump also mentioned that the Department of Commerce is preparing to implement a similar policy for AMD, Intel, and other U.S.-based chip manufacturers.
The move also comes after Trump’s earlier deals with chipmakers this year, including an agreement with Nvidia and AMD to give the U.S. government 15% of their revenue from chip sales to China. In August, he also revealed that the government would acquire a 10% stake in Intel.
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