Trump Announces: Allowing Nvidia to Sell H200 Chips to China

According to Reuters, Bloomberg and other media reports, U.S. President Trump posted on social media on the 8th local time, announcing that the U.S. government will allow Nvidia to sell its H200 AI chips to China, but will charge a fee for each chip.

The New York Times said the H200 chip is Nvidia's "second-most powerful" chip. Trump stated that the U.S. side will take a 25% cut from related chip exports. He also said the Department of Commerce is finalizing the details, and the same arrangement will apply to other AI chip companies such as Super Micro Computer and Intel.

Reuters said Nvidia shares rose 1.2% in after-hours trading after Trump's announcement.

Reuters said this move marks a policy shift for the Trump administration, which initially restricted AI chip sales to China. For Nvidia CEO Jensen Huang, it's a "major victory" — he spent months lobbying the White House to ease export restrictions.

Huang has repeatedly stated publicly the importance of the Chinese market. According to a Fox News report on the 20th, Huang urged stable U.S.-China trade relations. He believes entering the Chinese market is crucial for U.S. competitiveness in AI. In an October interview, Huang said, "Hurting China often hurts the U.S. too, perhaps even more severely."