The U.S. Commerce Department will allow Nvidia to export its advanced H200 artificial intelligence accelerators to China, according to a report from Semafor, marking one of the most notable shifts in U.S. semiconductor export policy in more than a year. The decision partially rolls back restrictions that had previously barred shipments of Nvidia’s A100, H100, and H200-class GPUs to Chinese customers over national security concerns.
Under the revised rules, Nvidia may resume sales of the H200 so long as exported configurations fall within newly defined performance limits and comply with enhanced government monitoring. The adjustment follows weeks of uncertainty, during which Nvidia executives repeatedly emphasized that final export approval would ultimately come from President Trump.
China represents 20 to 25% of Nvidia’s data-center revenue. Restoring access even partially could meaningfully lift 2026 sales guidance.