The United States is reviewing whether to ease restrictions on the export of Nvidia’s H200 AI processors to China, people close to the discussions revealed. The move, if approved, would mark a significant departure from Washington’s current stance of curbing Beijing’s access to cutting-edge semiconductor technology.
The Commerce Department, which oversees export controls, is reportedly examining a proposal to allow Nvidia to resume sales of the high-performance chips. Officials stressed that no final decision has been made, and plans could still change U.S. News.
The deliberations follow a recent tech truce between Washington and Beijing, aimed at stabilizing relations after years of escalating tensions over trade, national security, and technological dominance The Economic Times.
Nvidia, whose chips power advanced AI applications, has been barred from selling its most powerful GPUs to China since 2022. The company was previously allowed to market a downgraded version, the H20 chip, but the H200 represents a leap in performance. Analysts say access to such hardware could accelerate China’s AI development, raising concerns about potential military applications The Motley Fool.
China accounted for about 13% of Nvidia’s revenue in 2024, underscoring the financial stakes involved. A policy shift could hand the company billions in new sales, but it would also spark debate in Washington over balancing economic interests with national security The Motley Fool.
The White House and Commerce Department have not commented publicly, while Nvidia has declined to issue a statement.
