Trump Unveils New NVIDIA Deal With 25% U.S. Payback Boost

Former U.S. President Donald Trump announced that his administration has informed Chinese President Xi Jinping that the United States will allow NVIDIA to ship its H200 artificial intelligence chips to approved customers in China and other countries, under conditions designed to maintain strong national security protections.

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According to Trump, President Xi responded “positively” to the decision. He also claimed that the new policy will require 25% of certain revenues to be paid to the United States, though specific details of the payment structure have not yet been released publicly.

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National Security Framework and Industry Impact

The announcement marks a potential shift in U.S. policy regarding advanced chip exports, which were previously restricted due to concerns that high-powered AI processors could enhance foreign military or surveillance capabilities. Trump said his administration’s approach balances national security with the need to support American technology companies.

“This policy will support American jobs, strengthen U.S. manufacturing, and benefit American taxpayers,” he said, adding that U.S. companies need the flexibility to compete in global markets while remaining aligned with national security guidelines.

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The Department of Commerce is reportedly in the process of finalizing the export framework, which will also apply to other semiconductor makers, including AMD and Intel.

Criticism of Previous Export Rules

Trump sharply criticized the Biden administration’s earlier restrictions, which limited NVIDIA and other chipmakers to developing “degraded” versions of their AI products for China. He argued that the policy forced companies to spend billions engineering chips with reduced capabilities — versions that “nobody wanted,” in his words — and that the rules slowed innovation and harmed American workers.

“That era is over,” Trump said, vowing that the new approach will encourage U.S. leadership in artificial intelligence rather than constrain it.

NVIDIA’s Future Product Roadmap

Trump emphasized that NVIDIA’s next-generation chips, including the Blackwell and Rubin architectures, are not included in the export arrangement. These chips are considered among the most advanced in the world and are primarily targeted toward domestic U.S. customers and industries.

NVIDIA, which has grown into the world’s most valuable semiconductor company, has not yet issued a public statement confirming or responding to the details of the policy announcement.

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Broader U.S.–China Tech Relations

The decision comes amid ongoing tensions between Washington and Beijing over access to advanced technologies. The U.S. government has tightened export controls in recent years to prevent China from obtaining cutting-edge AI and semiconductor tools that could enhance military capabilities or surveillance technology.

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Trump framed his plan as a way to restore U.S. advantage while ensuring fair economic terms. “My administration will always put America first,” he said, reiterating that the policy aims to protect national security while bolstering U.S. industry.

As the Commerce Department finalizes the new rules, further details are expected in the coming weeks, including which customers in China and other countries will qualify for approval and how enforcement mechanisms will work.
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