President Donald Trump announced that the US will allow Nvidia to sell its H200 artificial intelligence chips to approved customers in China, marking a partial easing of prior export restrictions.
Under the new Commerce Department framework, 25% of sales revenue from these exports will be paid to the US government, a structure that Trump said ensures America benefits directly from high-tech trade. The same rule will reportedly apply to AMD and Intel.
Trump said Chinese President Xi Jinping “responded positively” to the arrangement, which is designed to balance economic opportunity and national security interests.
The move comes as Washington seeks to maintain leverage over AI chip exports while capturing a share of profits from US-designed semiconductors. Nvidia’s H200 chips, used for advanced AI and data center workloads, had previously been restricted under US export controls targeting high-performance computing sales to China.
Analysts say the policy could open limited access for US tech giants while keeping oversight in place. If implemented, it would mark a major shift in US-China tech trade, offering partial relief to chipmakers amid escalating competition in the AI arms race.
