Nvidia’s H200 AI Chips Get Trump’s Nod for China Sales Amid Political Uncertainty
Nvidia has secured approval from former President Donald TRUMP to sell its H200 AI chips in China, with sales potentially commencing as early as February. The deal hinges on a 25% revenue-sharing agreement, but political hurdles loom large.
U.S. lawmakers and Chinese regulators could still derail the plan. The H200, a generation behind Nvidia's Blackwell line, was previously banned due to national security concerns. Bipartisan opposition in the U.S. and potential pushback from China inject uncertainty into the sales outlook.
For investors, the stakes are high. Nvidia, a linchpin of the AI boom, argues that restricting chip exports to China risks undermining U.S. competitiveness by accelerating China's domestic chip development.