TRUMP says U.S. will allow Nvidia H200 chip sales to China, get 25% cut

Tuesday, December 9, 2025 -President Donald Trump announced a major development in the U.S.-China tech trade: the U.S. will permit sales of Nvidia’s advanced H200 chips to China, with a reported 25% revenue cut going to the United States. 

The move comes amid growing pressure to balance economic interests with national security concerns, as the H200 represents cutting-edge AI and high-performance computing technology. Industry watchers say this could reshape the global semiconductor landscape.

The decision has immediate implications for Nvidia, China’s tech sector, and U.S. economic leverage. For Nvidia, access to the Chinese market could unlock significant revenue streams, while the 25% cut ensures the U.S. government captures a portion of the financial upside. 

Analysts note that China’s AI ambitions rely heavily on imported chips, making this agreement a potential accelerant for its tech development—but one carefully monitored by Washington.

Experts caution that the deal signals a strategic shift in U.S. trade policy, blending economic gain with geopolitical oversight. By monetizing access to critical technology, the U.S. can exert influence without outright bans, creating a new precedent in global tech diplomacy. 

Investors and tech companies worldwide are watching closely, aware that this move could trigger similar negotiations, accelerate AI adoption, and intensify competition in semiconductors across Asia, Europe, and North America.