The 25% Cut: Trump Allows NVIDIA H200 Export to China Under Strict Fee

On 9 December 2025, it was reported that U.S. President Donald Trump announced that NVIDIA will be permitted to ship its H200 AI accelerators to qualified customers in China and other countries, but only under strict conditions. The arrangement requires Chinese buyers to remit 25% of the total sales value to the U.S. government as a mandatory fee. Trump described the policy as a model of “paid deregulation” and said shipments would proceed only if a quarter of the revenue is transferred to the United States.

He claimed the measure would safeguard national security while bolstering American jobs and domestic manufacturing. The article notes that the U.S. Department of Commerce is drafting the implementation framework, and that the 25% fee-for-export clearance model will also apply to AMD, Intel, and other American firms. It also states that NVIDIA’s next-generation Blackwell chips and Rubin-architecture products are not included in the agreement.