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U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

More advanced Nvidia processors remain restricted under a tighter license regime.

Overview

  • BIS will review H200 exports to China case by case with safeguards that require ample U.S. supply, third‑party pre‑export checks, non‑military use assurances, and a cap limiting Chinese imports to no more than half the units sold to U.S. customers.
  • The approval covers only Nvidia’s H200 accelerator, leaving newer Blackwell and the upcoming Rubin generations excluded from export to China.
  • The White House imposed a 25% tariff on certain advanced computing chips, including Nvidia’s H200 and AMD’s MI325X, with exemptions for imports tied to building the U.S. technology supply chain.
  • Nvidia welcomed the policy, saying access to Commerce‑approved commercial buyers strikes a balance that supports U.S. jobs and manufacturing.
  • Democratic senators objected to the move, warning the chips could bolster China’s military and cyber capabilities, while some Chinese officials and firms emphasized limited purchases and greater use of domestically produced chips.