Nvidia Gets the Green Light: Trump’s Unexpected Move Stuns Analysts

On Monday, President Donald Trump declared that he was removing the ban on Nvidia’s H200 processors being exported to China. This ruling is viewed as a major setback in the growing trade spat between the two biggest economies in the world. The second most potent AI processor in Nvidia’s lineup, the H200, is essential for finishing tasks carried out by AI. Trump noted that the agreement does not include Nvidia’s highly sought-after Blackwell chips or next-generation Rubin chips.
I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively!
Trump
Nvidia’s AI Dominance Grows as Trump Secures Major Revenue Share
As the need for AI has increased recently, Nvidia, the most valuable firm in the world and the top chipmaker, has had tremendous success. However, this achievement has also put it squarely in the midst of international disputes over who will prevail in the global competition to control artificial intelligence. Trump stated in his statement that the United States of America will receive 25% of the total. This might mean that the American government will receive a quarter of Nvidia’s sales proceeds.
The announcement follows Trump’s meeting with Jensen Huang, CEO of Nvidia, last week. Even while China has made significant investments in its own domestic AI sector, Trump has stated time and again that the US must win the global competition.
We applaud President Trump’s decision to allow America’s chip industry to compete to support high paying jobs and manufacturing in America. Offering H200 to approved commercial customers, vetted by the Department of Commerce, strikes a thoughtful balance that is great for America,
an Nvidia spokesperson
Trump Expands Chip Revenue Deals to AMD and Intel
Additionally, according to Trump, the Department of Commerce is developing a comparable strategy for AMD, Intel, and other US chip manufacturers. Trump established agreements with chip makers earlier this year, which prompted this move. An arrangement with Nvidia and AMD to give the US government 15% of the proceeds from semiconductor sales to China is one of these agreements. The government will acquire a 10% share in Intel, Trump also declared in August.
AMD commends President Trump’s leadership in finding a thoughtful approach to export policies that allows for US companies to compete globally. The President’s decision strengthens American competitiveness, supports high-value domestic jobs, and drives American investment and growth in the semiconductor industry.
an AMD spokesperson
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