Trump: Allow Nvidia to sell H200 chips to China.

On August 8th, local time, former US President Trump announced on his social media platform that the US government would adjust its export policy on artificial intelligence chips to China, allowing Nvidia to resume selling its high-performance H200 AI chips to the Chinese market.

However, unlike the previous complete lifting of export restrictions, the US has added a new condition: a certain percentage of the revenue from each H200 chip exported to China will be collected as a fee.

Trump further explained in his post that the US would receive a 25% share of the revenue from these chip export transactions.

This statement is seen as another significant shift in the US policy on high-end technology export controls to China. The H200 chip, an advanced AI computing chip from Nvidia, is widely used in artificial intelligence training and inference, and was previously subject to strict export restrictions due to its high performance.

Trump did not elaborate on how the 25% revenue sharing would be implemented, nor did he mention whether the policy would cover other models of high-end chips. However, he emphasized that the move aims to "strike a balance between technological competition and economic and trade interests," and claimed that the related revenue would be used to "support the development of US domestic technology and manufacturing."

Industry observers point out that if this policy is officially implemented, it will not only affect Nvidia's sales strategy in the Chinese market but may also reshape the competitive landscape of the global AI chip supply chain. Furthermore, if this revenue-sharing model is continued, it could become a new paradigm for US export controls on China in key technological areas.

Currently, the White House and the US Department of Commerce have not yet officially responded to Trump's statement, and Nvidia has not yet commented.