“`html
Key Points
-
The U.S. will lift the export ban on Nvidia’s H200 AI chips, allowing them to be sold in China.
-
President Trump announced this on Truth Social, stating the U.S. government would receive 25% of each sale.
-
Chinese regulators may limit sales of these AI processors despite the lifting of the ban.
On a recent date, President Trump announced the lifting of the export ban on Nvidia’s H200 processors to China, revealing that he had informed Chinese President Xi Jinping of the decision while emphasizing national security conditions. Nvidia’s H200 chips, vital for AI, were previously banned from export. The new arrangement allows for sales to vetted customers in China, with the U.S. government obtaining a 25% cut from each sale.
The Department of Commerce is finalizing details, and this decision could significantly impact Nvidia’s financial results. While the total addressable market for these chips in China is estimated at $50 billion, upcoming restrictions by Chinese authorities may hinder sales, as they encourage local semiconductor usage.
“`
