Trump Approves Nvidia H200 Shipments To China As Beijing Responds 'Positively’ — AMD And Intel Could Be Next

• Conditions for shipping the chips involve continued “strong national security,” Trump said, while implying that 25% of the chips sales will be paid to the U.S. government as part of the deal. 
• Not all lawmakers are seemingly in agreement with Trump on easing the Biden-era rules. 
• The President implied that Intel and AMD too might be allowed to ship their older chips to China.

President Donald Trump said on Monday that the U.S. will allow Nvidia to ship its H200 chips to “approved customers” in China and other countries, provided certain conditions are fulfilled.

The President said in a post on Truth Social that Chinese President Xi Jinping responded positively to the proposal.  

Conditions for shipping the chips involve continued “strong national security,” Trump said, while implying that 25% of the chips sales will be paid to the U.S. government as part of the deal.

Trump’s AI Chip Compromise

The Biden administration imposed certain restrictions on selling AI chips to China to slow the trade rival’s progress. Trump is seeking to reach a compromise with China amid the rising trade tensions by easing the rules that restrict China’s access to AI chips and allowing the H200 which is roughly 18 months behind the company’s top-tier products including Blackwell chips. The H200, while older, is viewed as powerful enough to appeal to China yet still compliant with US national-security thresholds.

Washington initially tried to allow exports of the cut-down H20, but China pushed back, forcing the U.S. to revisit its approach.

“NVIDIA’s U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST,” Trump wrote, while adding that the department of commerce is finalizing the details. The President added that the same approach will apply to AMD and Intel, implying that the companies might be allowed to ship their older chips to China.

Senators Raise Red Flags

Not all lawmakers are seemingly in agreement with Trump on easing the Biden-era rules.

Last week, a bipartisan group of U.S. senators reportedly unveiled a bill known as SAFE CHIPS Act to block the Trump administration from easing rules that restrict China’s access to AI chips for two and a half years.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around NVDA stayed within the ‘Neutral’ territory over the past 24 hours, while message volume stayed at low levels.

NVDA stock closed 2% on Monday and edged up 3% in after hours trading. 

Also See: Google Reportedly Eyeing Ads On Gemini In 2026

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