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The possible decision by President Donald Trump’s administration to green light exports of the high-performance Nvidia (NVDA) H200 artificial intelligence (AI) chips to China could mark a dramatic turning point for the semiconductor giant and potentially a major catalyst for investors. After export restrictions that wiped out Nvidia’s access to China’s lucrative AI market, the reversal might restore billions in lost revenue and reopen one of the world’s largest growth markets for AI infrastructure.
U.S. Commerce Secretary Howard Lutnick said the decision on whether Nvidia can export its high-end H200 chips to China is now directly in Trump's hands. Trump is weighing two national security trade-offs — keeping China tied to U.S. technology by allowing some chip sales, or restricting access to preserve the United States' edge in the AI race.
