President Donald Trump announced Monday that the United States will immediately resume exports of Nvidia’s advanced H200 artificial intelligence accelerators to select customers in China, marking a dramatic reversal of the Biden administration’s stringent national-security restrictions.
In a series of posts on Truth Social, Trump revealed that he had personally negotiated the agreement with Chinese President Xi Jinping, stating that shipments would proceed “under conditions that allow for continued strong National Security” while requiring an unspecified 25 percent payment to the United States Treasury. The exact mechanism and recipients of this payment remain undisclosed.
The decision lifts export controls imposed on the H200 series and equivalent high-performance GPUs, which the previous administration had classified as too powerful for Chinese entities due to potential military applications. Trump criticized those restrictions as economically damaging, arguing they forced American companies to invest billions developing deliberately weakened versions of their flagship products that found few buyers in China.
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While the cutting-edge Blackwell and future Rubin architectures remain reserved exclusively for American customers, the H200 represents a substantial leap over the previously approved H20 chip, reportedly delivering up to six times the performance in critical AI training workloads. The Commerce Department is finalizing revised licensing procedures that will also extend similar treatment to comparable products from AMD and Intel.
Critics swiftly condemned the move as a dangerous concession that could accelerate China’s military modernization and erode U.S. technological dominance. Democratic Senator Elizabeth Warren accused Trump of orchestrating the policy shift after private meetings with Nvidia CEO Jensen Huang and in exchange for corporate support for White House renovations, warning that the decision would “turbocharge China’s military capabilities” at the precise moment global AI leadership is at stake.
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