Nvidia Chip War Heats Up as Trump Greenlights H200 Exports to China

The U.S. has authorized Nvidia to export its H200 AI chips to approved Chinese buyers, marking a significant shift in the ongoing semiconductor conflict. President Donald Trump confirmed the decision, which mandates a 25% revenue share to the U.S. government per sale. This follows August’s agreement where Nvidia and AMD surrendered 15% of China chip revenue for export licenses.

Trump framed the MOVE as a balance between national security and economic interests, claiming China’s President Xi Jinping responded positively. The policy extends to AMD, Intel, and other chipmakers, effectively rolling back earlier export blocks during the U.S.-China tariff war. Nvidia’s H200 chips, previously barred, now enter China under a fee-based model—a potential thaw in tech trade tensions or the spark of renewed conflict.

The decision underscores the strategic importance of AI processors in global tech dominance. With advanced chips at the center of geopolitical maneuvering, the Ripple effects could reshape supply chains and market dynamics for years to come.