The US government is considering allowing NVIDIA Corporation (NVDA.US) to sell H200 artificial intelligence chips to China. Discussions are still at a preliminary stage.

According to informed sources, the US government is in early discussions on whether to allow NVIDIA Corporation (NVDA.US) to export its H200 artificial intelligence chip to the Chinese market. If this potential measure is implemented, it will be a significant positive development for the world's highest-valued technology companies. Sources said that the Trump administration recently held multiple internal meetings on the export permit for the H200 chip. The discussions are still in the preliminary stages and no final decision has been made. Due to export control restrictions imposed by the US since 2022, any shipments to China require government approval. Although no decision has been made, the discussions themselves are seen as a significant shift in policy direction. Analysts believe that if the policy is relaxed, it would represent a significant advancement in lobbying efforts by NVIDIA Corporation CEO Jensen Huang. In a statement, NVIDIA Corporation expressed that the current regulatory environment prevents the company from offering competitive data center solutions in China, giving fast-growing overseas competitors a larger market share. The company emphasized that this does not affect its ability to supply to US customers. NVIDIA Corporation's GPUs and AI accelerators have long been seen as industry standards with powerful model training and inference performance. The H200 belongs to the previous generation Hopper architecture's high-performance accelerator, with better performance than the H20 currently approved for export to China, while the Blackwell series sold in the US market is positioned as the most advanced product line. Sources said that some US officials see the H200 as a "middle-ground solution" that may be easier to reach consensus on internally compared to the Blackwell series. Recently, US officials have been discussing which products can be more flexibly arranged for commercial purposes globally while maintaining a technological advantage. Driven by this news, NVIDIA Corporation's stock price rose over 2% on Friday, reaching an intraday high of $184.56, but ultimately failed to maintain the gain. At the close, the stock fell by 0.97% to $178.88.