The Trump administration has approved a framework allowing NVIDIA to resume exports of its H200 data center accelerators to China, subject to a revenue-sharing condition that allocates 25% of sales proceeds to the U.S. government. Rather than lifting export restrictions outright, the arrangement requires that recipients be vetted through Commerce Department licensing, so shipments will be controlled and limited to approved commercial customers. The decision reopens a major market for high-end accelerators while maintaining a regulatory channel to monitor distribution.

The H200 chip remains a powerful solution for large-scale AI workloads even today. Manufactured using TSMC's N4 process, it combines NVIDIA's "Hopper"-derived architecture with 141 GB of HBM3E memory and 4.8 TB/s memory bandwidth, making it ideal for large model training and dense inference tasks. Although it doesn't match the performance of NVIDIA's current "Blackwell" family and other upcoming accelerators, the H200 is a mature product that has been shipping since spring 2024 and benefits from a well-developed driver and software ecosystem. Its raw compute power is roughly double that of solutions like the Huawei Ascend 910C, making it very competitive even today.