The United States is weighing a policy shift that could allow Nvidia to resume sales of its advanced H200 artificial intelligence chips to China, according to people familiar with the discussions. The move comes as a recent easing in tensions between Washington and Beijing improves the outlook for technology exports.
The Commerce Department is evaluating whether to revise its current rules that block sales of the H200 chip to China. The sources said the review is ongoing and could still change. A White House official declined to comment directly but said, “The administration is committed to securing America’s global technology leadership and safeguarding our national security.” The Commerce Department did not respond to requests for comment.
Nvidia did not address the review but said existing rules prevent it from offering a competitive AI data center chip in China, leaving a large market open to fast expanding foreign rivals. The potential reversal signals a softer stance toward China following the trade and technology truce reached last month between US President Donald Trump and Chinese leader Xi Jinping.
Some lawmakers in Washington remain concerned that sending more advanced AI chips to China could help strengthen Beijing’s military capabilities. These concerns shaped earlier restrictions introduced under the previous administration. At the same time, China’s firm control over rare earth mineral supplies has complicated matters for the United States. Trump has at times threatened new limits on tech exports to China but later withdrew many of those measures.
The H200 chip, introduced two years ago, includes more high bandwidth memory than the H100, enabling faster processing. It is estimated to offer twice the performance of Nvidia’s H20 chip, which is currently the most advanced semiconductor that can legally be shipped to China after the administration reversed a short ban earlier this year.
Nvidia CEO Jensen Huang, whom Trump has called a “great guy,” was among the attendees at the White House this week during the visit of Saudi Crown Prince Mohammed bin Salman. In a separate development, the Commerce Department confirmed that it approved shipments of up to seventy thousand units of Nvidia’s new generation Blackwell chips to technology firms in Saudi Arabia and the United Arab Emirates.
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