US weighs approval for Nvidia to supply H200 chips to China, sources say

Washington, Nov. 21, 2025 — The United States is weighing whether to allow Nvidia to export its advanced H200 artificial intelligence chips to China, according to people familiar with the ongoing discussions. The review is being led by the Commerce Department, which oversees semiconductor export controls, though no final decision has been approved.

The proposal signals a potential easing of the strict technology restrictions that have limited China’s access to high-performance U.S. AI hardware. Washington has maintained tight rules over concerns that advanced chips could enhance China’s military, surveillance and strategic AI capabilities. Any shift would mark one of the most notable adjustments in tech-related export policy since the two countries began seeking a more stable diplomatic footing this year.

Inside the administration, debate continues between national security advisers pressing for caution and economic officials highlighting the commercial impact on U.S. chipmakers. Nvidia, the leading supplier of AI processors, has repeatedly warned that prolonged constraints on China — one of the world’s largest chip markets — could disrupt revenue streams and weaken America’s competitive edge in the global semiconductor race.

While discussions remain confidential, officials familiar with the matter say any approval would likely come with tailored conditions, including performance limits or reporting requirements designed to prevent the chips from being used for sensitive military development. The White House and Commerce Department have not publicly commented on the details.