On December 9 Beijing Time, according to TechCrunch, the U.S. Department of Commerce has approved NVIDIA's export of its advanced AI chips H200 to specific customers in China, marking the resumption of access for NVIDIA's high-end GPUs into the Chinese market after several months. The U.S. government will also collect a 25% share from related sales. President Trump has publicly announced this decision on his social media.

NVIDIA

In response, NVIDIA issued a statement welcoming this development. A company spokesperson said, "We appreciate President Trump's decision, which allows the U.S. chip industry to compete and supports high-paying jobs and manufacturing in the United States. The government allowing NVIDIA to provide H200 chips to commercial customers reviewed by the Department of Commerce is a well-balanced solution that benefits the U.S." The statement indicates that NVIDIA not only successfully secured a sales window for China but also reaffirmed its strategic value in U.S. manufacturing and employment.

Notably, just a week ago, NVIDIA CEO Jensen Huang met with Trump at the White House, discussing issues related to export controls. Although Huang did not disclose details at the time, it is widely believed that he made key efforts to ease export restrictions, and this approval is seen as a direct outcome of the meeting.

The H200 is one of NVIDIA's most advanced AI acceleration chips. This export license means that its business in the Chinese market may see a partial recovery, and it will also have an important impact on the global AI computing supply chain and competitive landscape.