WASHINGTON D.C (VINnews) — President Trump announced Monday that the United States will permit Nvidia to export its advanced H200 artificial intelligence chips to “approved customers” in China and other countries, under strict national security conditions that include a 25% revenue share for the U.S. government.
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In a post on Truth Social, Trump said he had personally informed Chinese President Xi Jinping of the decision, adding that Xi “responded positively.”
“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,” Trump wrote. “25% will be paid to the United States of America. This will support American Jobs, strengthen U.S. Manufacturing, and benefit American Taxpayers. We will protect National Security, create American Jobs, and keep America’s lead in AI.”
The move represents a partial easing of long-standing U.S. export restrictions on high-performance semiconductors to China, aimed at curbing Beijing’s military and technological advancements. The H200, an upgraded version of Nvidia’s H100 chip released last year, is significantly more powerful than the H20 model previously cleared for export but remains below the company’s latest Blackwell and upcoming Rubin generations, which are not included in the approval.
Nvidia shares rose about 2% in after-hours trading following the announcement, building on a 3% gain during regular hours.
The decision caps weeks of internal deliberations within the Trump administration and follows a tentative trade truce struck between Trump and Xi during their late October meeting in South Korea. That agreement saw China pledge to end retaliatory measures against U.S. semiconductor firms in exchange for lower tariffs and resumed purchases of American agricultural goods like soybeans.
Trump had raised the issue of Nvidia exports directly with Xi at the time, according to White House officials. The new policy directs the Commerce Department to vet recipients and impose a 25% tariff on shipments — up from an earlier proposed 15% — collected during inspections at U.S. facilities after manufacturing in Taiwan.
Nvidia, the world’s leading maker of AI processors, has lobbied aggressively for relaxed controls, arguing they support high-paying U.S. jobs and manufacturing. In a statement, the company hailed the approval as “a thoughtful balance that is great for America,” emphasizing that it would allow commercial customers, vetted by the Commerce Department, to access the H200 for non-military uses.
“This strikes the right balance between innovation, security, and economic growth,” Nvidia said.