The Trump administration has authorized Nvidia to resume sales of its H200 AI chips to selected customers in China, under a mandatory 25% export surcharge. This partial reopening of the Chinese market could generate significant revenue for Nvidia, as China remains one of the largest buyers of advanced AI hardware.
However, the decision is expected to tighten global supply. If Chinese demand surges again, the availability of high-end components — GPUs, AI accelerators, and PC hardware — could drop, pushing prices higher worldwide. Chinese regulators have not fully embraced the decision yet, suggesting potential local restrictions, but the move still marks a notable shift in U.S.–China tech policy.
In short, Nvidia regains access to a crucial market, geopolitical tensions ease slightly, and consumers may face another round of component price increases.
