The United States is reportedly reviewing whether to allow exports to China of Nvidia's graphics processing units (GPUs).
According to Bloomberg on the 21st (local time), the United States is conducting early internal discussions on whether to allow exports to China of the H200 GPU used to run artificial intelligence (AI).
The H200, released in 2023, delivers the highest performance among AI chips using the previous-generation architecture "Hopper." It lags behind the B200, which uses the latest "Blackwell" architecture, but has better performance than the same-generation lower-spec H20, which the United States currently allows to be exported to China.
However, the sources said a final decision has not been made and the talks may not lead to actual export approvals.
Earlier, President Trump said Nvidia's semiconductors could be sold to China but that cutting-edge products would be off-limits. In an interview early this month, President Trump said of AI Semiconductor sales themselves, "We're going to let them (China) deal with Nvidia and that issue," while adding, "We're going to make sure that nobody but the United States has cutting-edge semiconductors."
Treasury Secretary Scott Bessent also said Blackwell chips could be exported to China only after one to two years, when they are no longer cutting-edge. However, the United States has recently shown a shift in stance, allowing exports of Nvidia's latest chips to Middle Eastern countries such as Saudi Arabia and the United Arab Emirates (UAE).
The United States introduced export controls in 2022 under the Joe Biden administration that bar exports of cutting-edge AI chips to China. Nvidia CEO Jensen Huang said on the 19th after the company's quarterly earnings release that the sales outlook for chips in the Chinese market was "zero," and said the company is working to persuade the U.S. and Chinese governments to reenter the Chinese market.