President Donald Trump announced on December 8, 2025, that the United States will allow the export of Nvidia’s H200 artificial intelligence processors—the company’s second-most advanced chips after Blackwell—to China, with a 25% fee imposed on sales. The policy is intended to balance trade opportunities with national security considerations, partially reversing restrictions implemented during the Biden administration.  

White House officials confirmed that the exports will undergo security reviews, particularly for chips manufactured in Taiwan, and the measure also applies to AMD and Intel processors. Trump personally informed Chinese President Xi Jinping of the decision, who responded positively amid ongoing U.S.-China tensions in the technology sector.  

The market reacted favorably, with Nvidia shares rising 2% following the announcement, as investors hailed the policy as a “thoughtful balance” between supporting U.S. jobs and maintaining leadership in artificial intelligence. However, critics, including Democratic senators, warned that the exports could pose security risks. Meanwhile, China continues to advance its domestic chip capabilities, such as Huawei’s AI processors, potentially easing the impact of import restrictions on the H200.