The Trump administration is evaluating whether to permit Nvidia to export advanced H200 AI chips to China, reversing a three-year export restriction regime that began in 2022. Commerce Secretary Lutnick cited ongoing consultation with advisers, and the potential authorization reflects a negotiated trade and tech truce agreed between Trump and Xi Jinping in November 2025. Nvidia has substituted Middle East markets (Saudi Arabia, UAE) during the restriction period, but a reversal would materially expand the addressable market for the company and alter the geopolitical calculus around US AI chip supply leverage.
370 other tracked developments touching the same claims.