Trump allows Nvidia to sell chips to approved Chinese customers
The move follows months of lobbying and reverses earlier restrictions, though analysts warn the chips could still strengthen China’s military AI capabilities.
US President Donald Trump has allowed Nvidia to sell H200 AI chips to approved customers in China, marking a shift in export controls. The decision also covers firms such as AMD and follows continued lobbying by Nvidia chief executive Jensen Huang.
Nvidia had been barred from selling advanced chips to Beijing, but a partial reversal earlier required the firm to pay a share of its Chinese revenues to the US government. China later ordered firms to stop buying Nvidia products, pushing them towards domestic semiconductors.
Analysts suggest the new policy may buy time for negotiations over rare earth supplies, as China dominates processing of these minerals. Access to H200 chips may aid China’s tech sector, but experts warn they could also strengthen military AI capabilities.
Nvidia welcomed the announcement, saying the decision strikes a balance that benefits American industry. Shares rose slightly after the news, although the arrangement is expected to face scrutiny from national security advocates.
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