Trump Administration Approves Conditional H200 Chip Exports to China with 25% Revenue Share

The administration of President Donald Trump announced a significant policy adjustment on Monday, December 8, 2025, permitting Nvidia to resume exporting its H200 artificial intelligence (AI) chips to approved customers in China and other designated regions. This decision effectively reverses stricter export controls previously enacted based on national security considerations.

This authorization is contingent upon the United States receiving a 25 percent share of the total revenue generated from the sales of the H200 chips. President Trump confirmed the agreement via a post on his Truth Social platform, noting that Chinese President Xi Jinping had responded positively to the proposal. This revenue-sharing mechanism represents an increase from the 15 percent arrangement previously discussed in August 2025 concerning the H20 chips.

The Department of Commerce is currently finalizing the specific implementation details to ensure national security remains robust under the new terms. The approval explicitly excludes Nvidia’s most advanced generations, the Blackwell and forthcoming Rubin chips, which will remain exclusive to U.S. customers. The H200, successor to the H100 and reportedly nearly six times more powerful than the H20, was the central focus of these negotiations.

President Trump indicated that this 25 percent revenue-sharing structure will also be extended to key industry competitors, specifically Intel and Advanced Micro Devices (AMD). Nvidia stated that the policy "strikes a thoughtful balance that is great for America," supporting high-wage jobs and domestic manufacturing. This recalibration moves away from a strategy of complete containment toward a financially structured compromise amid intense technological competition.

This policy shift follows intensive lobbying efforts, including a visit by Nvidia CEO Jensen Huang to Washington, and is part of a broader strategy to manage the flow of advanced semiconductors to Beijing. Earlier export restrictions had reportedly hampered Chinese technological progress and caused concern among U.S. firms regarding potential revenue losses, such as the estimated $800 million AMD had warned about from previous controls. The ultimate success of the sales remains subject to Beijing’s acceptance, given prior indications of reluctance to purchase chips deemed "degraded" or facing internal security scrutiny.