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Trump says he will allow Nvidia to sell H200 chips to China for 25% cut

Trump permits Nvidia's H200 AI chip exports to China with a 25% U.S. revenue share, excluding more advanced models, as Commerce finalizes details.

  • On Monday, President Donald Trump said he will allow chipmaker Nvidia to sell H200 chips to approved Chinese customers vetted by the Commerce Department, with the U.S. taking a 25% cut; `President Xi responded positively!` Trump wrote.
  • Some Trump administration officials concluded Biden-era export limits failed as DeepSeek, Alibaba and Huawei advanced AI and chip efforts in recent months, prompting a Washington compromise.
  • The H200 is roughly 18 months behind Nvidia's latest chips, Blackwell and Rubin processors are excluded, and a Dec. 7 Institute for Progress report found the H200 nearly six times more powerful than the H20.
  • A bipartisan group of lawmakers has expressed concerns about AI chip sales to China, and Senators Pete Ricketts and Chris Coons introduced a December 4 bill blocking exports for over two years while the SAFE Chips Act demands a 30-month export ban.
  • American defense hawks warn that allowing H200 exports could help Chinese AI labs build supercomputers close to U.S. performance while the U.S. struggles with domestic chip manufacturing and rare earths reliance.
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exportcompliancedaily.com broke the news in on Tuesday, November 11, 2025.
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