Nvidia H200 Chips China Trump 2025: US Greenlights Sales to Approved Buyers – 25% Revenue Cut & Blackwell Ban
President Donald Trump announced Monday that the U.S. will permit Nvidia to sell its advanced H200 AI chips to approved customers in China. This marks a major reversal of strict export controls. The deal includes a 25% revenue cut to the U.S. government, up from 15% previously.
Trump shared the news on Truth Social, saying he informed Chinese President Xi Jinping directly. Xi responded positively, per Trump. The move could unlock billions for Nvidia, the world’s most valuable company, amid $500B+ in global AI chip orders.
Details of Nvidia H200 Chips China Trump Deal
The H200 is Nvidia’s second-most powerful chip, behind the Blackwell series. Blackwell remains banned for export to China due to national security concerns. Trump said the Commerce Department is finalizing rules for “approved customers.”
The policy extends to rivals like Intel and AMD. It balances U.S. jobs and manufacturing with security. Nvidia CEO Jensen Huang lobbied intensely, meeting Trump last week and senators on Capitol Hill.
• H200 sales allowed to vetted Chinese buyers
• US takes 25% of revenue (up from 15%)
• Blackwell & Rubin chips fully restricted
• Applies to AMD, Intel too
Source: Trump Truth Social post
Reactions from Companies and Lawmakers
Nvidia applauded the decision: “It strikes a thoughtful balance that is great for America.” AMD echoed: “Strengthens U.S. competitiveness and high-value jobs.” Intel declined comment.
But bipartisan lawmakers worry. Sen. John Kennedy skipped Huang’s meeting, calling him biased. Sen. Pete Ricketts warned of national security risks. Dem Sen. Elizabeth Warren accused Trump of “selling out” U.S. security.
Broader US-China Trade and AI Implications
This eases Biden-era bans on AI tech to China. It follows a U.S.-China trade truce after Trump’s October South Korea meeting with Xi. China recently boosted U.S. soybean buys and rare earth exports.
Experts like Chris McGuire call it a “self-inflicted wound” that could erode U.S. AI lead. Chinese firms may still buy H200s, as they’re superior to domestic options like Huawei’s.
Stock Impact and Future Outlook
Nvidia shares jumped 2-3% after-hours on the news. The deal could add billions to revenue lost from China bans. But Congress may push back via the “Safe Chips Act.”
As AI race heats, Trump’s move tests security vs. economy. Watch for Commerce final rules and Beijing’s response. More tariff and export cases loom.
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