Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge

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US President Donald Trump looks connected earlier signing a measure successful the Oval Office of the White House successful Washington, DC, connected Jan. 14, 2026.

Brendan Smialowski | AFP | Getty Images

President Donald Trump connected Wednesday said that his medication volition o.k. China income of Nvidia's H200 spot for artificial intelligence, but the U.S. authorities volition instrumentality 25% of sales, 1 time aft ceremonial regulations were published by the U.S. government.

Unlike Nvidia's erstwhile China-targeted chip, the H20, the H200 is simply a mentation of the company's Hopper procreation that is besides sold successful the U.S. and successful different markets. The H200 was not specifically designed and slowed down for export.

Trump pointed retired successful remarks connected Wednesday that the H200's show has been exceeded by 2 generations of Nvidia chips presently successful production, naming Nvidia's Blackwell and Rubin AI chips.

"It's not the highest level, but it's a beauteous bully level, and China wants them and different radical privation them and we're going to beryllium making 25% connected the merchantability of those chips, basically," Trump said.

Trump initially announced the support of H200 chips and the 25% authorities chopped a period ago.

Previously, Nvidia said the Chinese marketplace could beryllium worthy $50 cardinal per year.

"We're allowing them to bash it, but the United States is getting 25% of the chips, successful presumption of the dollar value," Trump said.

In a filing published connected Tuesday, the Department of Commerce said that the regularisation alteration had immoderate requirements, including that the exporter certifies that determination is capable proviso of the H200 chips successful the U.S., and that the chips won't instrumentality planetary foundry capableness needed for much precocious AI chips headed for the U.S.

The authorities said that the customers for the chips would person to person capable information procedures, and that the chips volition request to acquisition independent, third-party investigating successful the U.S. to corroborate their specifications earlier shipping out.

Shipments of the chips to China would beryllium capped astatine 50% the full merchandise shipped to U.S. customers. The filing besides mentions AMD's MI325X chip.

"We applaud President Trump's determination to let America's spot manufacture to vie to enactment precocious paying jobs and manufacturing successful America," an Nvidia spokesperson said successful a statement. "Offering H200 to approved commercialized customers, vetted by the Department of Commerce, strikes a thoughtful equilibrium that is large for America."

"The Administration's critics are unintentionally promoting the interests of overseas competitors connected U.S. entity lists — America should ever privation its manufacture to vie for vetted and approved commercialized business, supporting existent jobs for existent Americans," the spokesperson continued.

Last week, Nvidia CEO Jensen Huang told reporters that the institution is seeing "very high" involvement successful its H200 spot from China customers, and that the institution had started producing the spot again.

We've fired up our proviso chain, and H200s are flowing done the line," Huang said astatine a property league at the CES league successful Las Vegas.

It's unclear whether Chinese regulators volition o.k. the import of the Nvidia chips arsenic the state aims to beforehand home-grown but inferior AI chips for self-sufficiency.

Huang said past week that helium isn't expecting an announcement from China.

"We're not expecting immoderate property releases, oregon immoderate ample declarations," Huang said. "It's conscionable going to beryllium acquisition orders."

Last year, Huang provided a two-year forecast for AI spot income of $500 cardinal done the extremity of 2026. Any H200 income to China would beryllium successful summation to that forecast, helium said past week.

The White House said connected Wednesday that it had besides imposed a 25% tariff of imports connected immoderate chips similar the H200, which person to beryllium imported to the U.S. to beryllium tested earlier they are shipped to China.

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