Source: Economic Times, 10 December 2025
U.S. approves Nvidia’s H200 AI chip exports to China with a 25% surcharge and only for “approved customers”.
Intel and AMD also allowed to ship under similar conditions.
Move reverses some losses for Nvidia in the world’s biggest semiconductor market.
Democratic lawmakers warn of a “national security failure.”
Decision stops short of permitting Nvidia’s Blackwell or Rubin chips—maintaining a tech edge.
Nvidia says the approval supports U.S. jobs and manufacturing.
Strategic Note: Trump’s conditional approval for Nvidia’s H200 exports seems a calibrated U.S. trade move; an effort to balance national security rhetoric with economic gains in the AI chip race.
