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Stylised image of an Nvidia GPU card overlaid on a split US–China flag, with circuit traces connecting data centers on both sides.

Nvidia H200 China Exports: Trade Win for Trump or Risk to US AI?

The Trump administration is reportedly considering licenses that would let Nvidia sell its H200 AI chips to China, reversing earlier restrictions that treated the GPU as too advanced for export. The debate pits Nvidia’s lost China revenue and a fragile tech truce against fresh smuggling indictments, the proposed CHIP Security Act and mounting fears that high-end AI hardware will accelerate China’s weapons and surveillance programmes.

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