tech
December 11, 2025
US taking 25% cut of Nvidia chip sales “makes no sense,” experts say
Trump’s odd Nvidia reversal may open the door for China to demand Blackwell access.
TL;DR
- Trump's decision to allow Nvidia to export the H200 AI chip to China is under scrutiny by experts and lawmakers.
- Critics argue the move, aimed at preserving Nvidia's revenue, could inadvertently help China advance in the AI race.
- The H200 chip is less powerful than Nvidia's top-tier Blackwell chip but significantly more advanced than chips currently available in China.
- Concerns exist that China may use the H200 to learn and develop its own domestic AI chip capabilities.
- Some experts suggest China might even reject the H200 to push for access to more advanced chips like Nvidia's Blackwell.
- Lawmakers from both parties have expressed apprehension, warning that the decision could jeopardize US national security and economic competitiveness.
- Nvidia defends the decision, stating it strikes a balance and is beneficial for America.
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