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Chip Exports

Trump team considers selling Nvidia H200 chips to China: Bloomberg

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The news: US officials are weighing whether to let Nvidia sell its H200 artificial intelligence chips to China, according to sources cited by Bloomberg, a move that would mark a major win for the world’s most valuable company.

The context: Sources told Bloomberg that US President Donald Trump’s team has held internal talks about H200 chip shipments in recent days. A final decision has not been made and sources said it is possible that the idea remains an internal debate and never results in actual license approvals, which are required under export controls that Washington first imposed in 2022.

In a statement to Bloomberg, Nvidia said the current regulatory landscape doesn’t allow it to offer a competitive data centre product in China, “leaving that massive market to our rapidly growing foreign competitors.”

“Our foreclosure from the China data centre compute market has no impact on our ability to supply customers in the USA,” Nvidia said.

The move is a departure from the Trump administration’s previous position on semiconductor export controls and is likely to draw opposition from China hawks in Washington.

The numbers: Nvidia shares rose as much as 2% to USD184.29 ($285.37) following earlier declines on the news.

The source: Bloomberg


By Paige McNamee