Trump approved the sale of Nvidia's H200 GPUs to China.

Trump Approves Nvidia's H200 GPUs for Sale

US President Donald Trump announced that he has approved the sale of Nvidia's (NVDA) H200 graphics processing units (GPUs) to China. This development is seen as part of the United States' efforts to enhance competitiveness in the semiconductor sector.

Approval Process and Economic Impact

Trump stated on social media, "I informed President Xi of China that the US will allow Nvidia’s H200 products to be sent to approved customers and other countries under conditions that strengthen national security. President Xi responded positively to this decision." He also noted that 25% of the sales would be paid to the US, emphasizing that this arrangement would support American jobs and production.

Relevant Regulations for AMD and Intel

Trump pointed out that the Department of Commerce has clarified the details of the process, and that a similar approach would apply to AMD (AMD), Intel (INTC), and other American technology companies. This development provides opportunities for companies in the sector to compete more effectively in international markets.

Previous Permits and Import Issues

Previously, the Trump administration had allowed Nvidia to sell the lower-capacity H20 model to China. However, Chinese officials claimed that this model was technologically inadequate and harmful to the environment, leading to the suspension of H20 imports. This new decision may increase demand for Nvidia’s more advanced H200 model in the Chinese market.

Nvidia's Statements

Nvidia welcomed Trump's decision and stated that this would contribute to increasing the competitiveness of the US semiconductor sector, helping to create high-paying jobs. The company noted that offering H200 GPUs to customers monitored by the Department of Commerce represents a balanced approach.

These developments carry significant importance for trade relations between the US and China and present new opportunities in the semiconductor industry.