Trump says NVIDIA will be allowed to sell H200 chips to China

Summary

Trump announced that the U.S. will allow Nvidia to sell H200 chips to China, with a 25% revenue share going to the U.S. government. This policy shift also applies to other AI chip companies like AMD and Intel, and could significantly impact Nvidia’s business in China.Sina Finance+ 3Sina Finance

Impact Analysis

So they’re basically admitting that the U.S. is willing to ease restrictions on tech exports to China, but with a catch—a 25% revenue share. This is a classic playbook move to balance national security concerns with economic interests. Nvidia’s stock already saw a bump, up 1.2%, which tells you the market sees this as a positive. But the real story is the strategic pivot—this could open doors for Nvidia and others like AMD and Intel to regain some lost ground in China, where Nvidia’s market share plummeted from 95% to zero due to previous restrictions. The timing is interesting, given the ongoing geopolitical tensions. Bottom line—this could be a boon for Nvidia’s revenue, but watch for China’s response and potential limitations on usage. If you’re looking at Nvidia, this might be a good time to consider increasing exposure, but keep an eye on the regulatory landscape.Sina Finance+ 3