NVIDIA H200 AI Chips to China Allowed by US with 25% Export Fee, Trump Confirms

Reuters, Bloomberg and other outlets report that on December 8, President Trump stated via social media that the United States would permit NVIDIA to export its H200 AI chips to China, subject to a per-unit fee. Early accounts describe a 25% levy on affected exports as part of expanded export controls.

If confirmed, the arrangement would recalibrate cross-border AI hardware flows and inject a fiscal element into licensing for high-performance accelerators. NVIDIA and Chinese buyers would face heightened compliance, traceability requirements, and pricing implications tied to the proposed levy.

Market participants should await official confirmation; in the meantime, Reuters and Bloomberg signal potential shifts in tech policy and supply-chain risk for the H200 model, underscoring how policy steps can alter investment theses.