President Trump says the US will let Nvidia ship its H200 chips to “approved customers” in China and elsewhere, on the condition that the US gets a 25% cut

President Donald Trump on Monday said Nvidia will be allowed to ship its H200 artificial intelligence chips to …

CNBC 2025-12-09 Kevin Breuninger

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@chrisrmcguire Chris McGuire on x
This is the single biggest change in U.S.-China policy of the entire Administration, signaling a reversion to the cooperative policies of the 2000s and early 2010s and away from the competitive policies of Trump 1 and Biden. It is a transformational moment for U.S. technology
@niubi Bill Bishop on x
Trump raised the commission/protection fee nvidia has to pay the us government from 15% to 25%. When does the mechanism for paying that fee get established, because after h20 was approved nvidia left some people with the impression that they couldn't book any revenue even if they…
@zephyr_z9 @zephyr_z9 on x
At least $100B/year in incremental revenue, btw Do the math, anon From Nvidia to all its suppliers [image]
@rushdoshi Rush Doshi on x
This is a big deal. Essentially a reversal of the US export control policy on advanced chips. Possibly decisive in the AI race. Compute is our main advantage — China has more power, engineers, and the entire edge layer — so by giving this up we increase the odds the world runs on…
@niubi Bill Bishop on x
Just a gift to nvidia and China, not getting anything in return.
@fiiiiiist Tim Fist on x
The US has reportedly decided to approve exports of NVIDIA's H200 chip to China. This gives Chinese AI labs chips that outperform anything China can make until ~2028. How big a deal this is depends on how many we export. Thread with key charts from our new report... [image]
@trumptruthonx @trumptruthonx on x
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. President Xi responded positively! $25% will be pa…
@pmcroninhudson Patrick M. Cronin on x
President Trump's National Security Strategy, issued last week, says: “Trade with China should be balanced and focused on non-sensitive factors.” Selling advanced semiconductors only accelerates China's holistic strategy for challenging the US across all critical technological
@niubi Bill Bishop on x
Now we get to learn if the rejection of the H20s was just a ploy to hold out for better Nvidia chips, or if Xi had really decided to de-Nvidia the AI stack as fast as possible. Trump said that “Xi responded positively”, so that sounds like Nvidia will get China orders for the
@divestech Dan Ives on x
Nvidia allowed to sell H200 chips into China is a gamechanger shift in our view and bullish for the AI Revolution trade @CNBCClosingBell 🔥🏆🐂🍿📺👇
@shashj Shashank Joshi on x
Extraordinary abdication of tech competition.
@jukan05 Jukan on x
I think the H200 is going to sell like crazy in China. The H20E was priced at 18,000 dollars per chip. How much do you think the H200 will sell for in China? [image]
@davidshor David Shor on x
We are on track to reduce our compute advantage over China from 33 to 1 to 1.2 to one because @nvidia and Jensen Huang put millions of dollars in Trump's pocket in order to enrich themselves at the rest of our expense
@ewerickson Erick Erickson on x
The Trump Administration has lost the plot.
@mgsiegler M.G. Siegler on x
Glass broken, stock en route back to $5T after short-seller scare and TPU tremors... https://spyglass.org/... [image]
@yuchenj_uw Yuchen Jin on x
Nvidia can finally sell H200s to China. I'm always curious what Chinese AI labs can do once they have US-level GPU firepower. Most upset: Dario Most happy: Jensen Winners: open source AI and every AI user! More competition -> more innovation -> intelligence too cheap to meter. [i…
@chrisrmcguire Chris McGuire on x
This is a seachange in U.S. policy, and a significant strategic mistake. If the United States sells AI chips to China that are 18 months behind the frontier, it negates the biggest U.S. advantage over China in AI. Here are four reasons that this new policy helps China much more
@thomaswright08 Tom Wright on x
Catastrophic decision.
@mikercarpenter Michael Carpenter on x
Bet he responded positively. He's eating our lunch. So much for “great power competition” as part of our national security strategy.
@jordanschneider Jordan Schneider on x
So the “we don't want H20s” was a bluff all along. What a play by Beijing hats off to them
@timothy_bellman Timothy Bellman on x
Trump is so weak on China. He is failing America on this front.
@alecstapp Alec Stapp on x
Massive own goal to export these AI chips to China. The H200 is 6x more powerful than the H20, which was previously the most powerful chip approved for export. Our compute advantage is the main thing keeping us ahead of China in AI. Why would we throw that away?
@zerohedge @zerohedge on x
Trump confirms he will allow H200 shipments to China, and Xi “responded positively.” Says “same approach will apply to AMD, Intel and other American companies.” [image]
r/baba r on reddit
Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively
r/China_irl r on reddit
英伟达H200可以审批卖给中国公司了
r/worldnews r on reddit
Trump greenlights Nvidia H200 AI chip sales to China, says Xi responded positively
@senwarren Elizabeth Warren on x
Trump is letting NVIDIA export cutting-edge AI chips that his own DOJ revealed are being illegally smuggled into China. His own DOJ called these chips “building blocks of AI superiority.” Trump and Lutnick need to answer to Congress on why they are selling out US security.
@michaelsobolik Michael Sobolik on x
You guys... The SAME DAY the admin approves sale of H200 chips to China, DOJ says this — about the *exact same chips* “These chips are the building blocks of AI superiority and are integral to modern military applications. The country that controls these chips will control AI
@usao_sdtx @usao_sdtx on x
.@USAttyNGanjei hosts press conference to announce coordinated law enforcement initiative: Operation Gatekeeper - aimed at identifying, disrupting, and prosecuting networks engaged in the illegal, underground smuggling of cutting-edge technology from the United States. [image]
@usao_sdtx @usao_sdtx on x
“Operation Gatekeeper has exposed a sophisticated smuggling network that threatens our Nation's security by funneling cutting-edge AI technology to those who would use it against American interests. These chips are the building blocks of AI superiority and are integral to modern …
@tom_winter Tom Winter on x
Shortly before this was announced the Justice Department unsealed a guilty plea as part of “Operation Gatekeeper” detailing efforts by several businessman to traffic these chips to locations in China. They described the H100 and H200 as “among the most advanced GPUs ever
@jordanschneider Jordan Schneider on x
DOJ arrests H200 smugglers the SAME DAY Trump legalizes their export! too good [image]
@chrisrmcguire Chris McGuire on x
Incredible quote from DOJ's press release earlier today, describing the operation that DOJ disrupted to smuggle H100/H200 chips to China: “These chips are the building blocks of AI superiority and are integral to modern military applications. The country that controls these chips
@miles_brundage Miles Brundage on x
Someone forget to tell the smugglers that Huawei chips are just as good https://x.com/...
@usao_sdtx @usao_sdtx on x
U.S. authorities shut down major China-linked AI tech smuggling network #hounews https://www.justice.gov/... [image]
@kyleichan Kyle Chan on x
This is what I've been saying. Trump may have allowed H200 sales to China, and Chinese firms may want them. But that doesn't mean Beijing will let it happen. Beijing wants to break China's dependence on US chips for good and shift to domestic ones. H200 sales may be limited.
@baldingsworld @baldingsworld on x
One upside to this move is that Chinese models are well known to have massive security holes so this is going to leave the door wide open to grab Chinese data
@jukan05 Jukan on x
It just so happens that Morgan Stanley is projecting China's AI-GPU self-sufficiency ratio to reach 50% by 2027. [image]
@zijing_wu Zijing Wu on x
Scoop: China considers to allow limited access to Nvidia's H200 chips - H200 will be allowed in but - companies will probably be required to justify why they need H200 vs local - other limits incl public sector can't buy & subsidy only for domestic chips https://as.ft.com/...
@zephyr_z9 @zephyr_z9 on x
Basically, H200s will be restricted for training frontier models until Huawei or Cambricon can ship their super nodes Still a good deal [image]
r/AMD_Stock r on reddit
China set to limit access to Nvidia's H200 chips despite Trump export approval
@zck Zak Kukoff on x
Really disappointing to see. American chips have a 3-4 year advantage in AI — and now we're letting China close the gap. For what?
r/NBIS_Stock r on reddit
Trump's NVDA/China deal is a positive catalyst
r/neoliberal r on reddit
US to allow Nvidia H200 chip shipments to China, Trump says
r/hardware r on reddit
US to allow Nvidia H200 chip shipments to China, Trump says
r/worldnews r on reddit
US to allow Nvidia H200 chip shipments to China

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President Trump says the US will let Nvidia ship its H200 chips to “approved customers” in China and elsewhere, on the condition that the US gets a 25% cut

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