US President Donald Trump has signalled he will allow Nvidia to resume sales of its H200 accelerators to China.
“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,” Trump wrote in a Monday post to his social network, Truth Social.
“President Xi responded positively!” he added, before stating “$25% will be paid to the United States of America” – a seeming reference to past suggestions that the administration would charge license fees on chip exports to China.
Trump’s post …
US President Donald Trump has signalled he will allow Nvidia to resume sales of its H200 accelerators to China.
“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,” Trump wrote in a Monday post to his social network, Truth Social.
“President Xi responded positively!” he added, before stating “$25% will be paid to the United States of America” – a seeming reference to past suggestions that the administration would charge license fees on chip exports to China.
Trump’s post does not contain any detail about how his proposal will protect the USA’s national security, an issue that the Biden administration cited as the main reason for its ban on sales of advanced accelerators to China.
“These items and capabilities are used by the PRC to produce advanced military systems including weapons of mass destruction; improve the speed and accuracy of its military decision making, planning, and logistics, as well as of its autonomous military systems; and commit human rights abuses,” the Bureau of Industry and Security stated [PDF] in October 2022.
The Biden administration did allow export of modest accelerators, notably Nvidia’s H20 devices.
Trump’s post brands that policy as a failure.
“The Biden Administration forced our Great Companies to spend BILLIONS OF DOLLARS building ‘degraded’ products that nobody wanted, a terrible idea that slowed Innovation, and hurt the American Worker. That Era is OVER!”
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Those remarks appear to ignore the Trump administration’s April 2025 decision to ban exports of the H20, which it later reversed. The “nobody wanted” remark is also hard to support, as Nvidia valued lost H20 sales to China at $10.5 billion.
The post says this new policy applies only to H200 accelerators – which Nvidia bills as ideal for generative AI and HPC workloads thanks to its inclusion of HBM3 memory – and not Nvidia’s more recent Blackwell silicon and forthcoming Rubin hardware.
Trump’s post concludes by stating: “The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies.”
At the time of writing, the Department appears not to have made any public utterance about the matter.
Correlation is not causation, but in the hours after Trump’s post the price of shares in Nvidia and AMD jumped by over two percent. ®