According to Reuters and Semafor reports from December 8-9, 2025, the White House administration plans to ease export restrictions on advanced AI chips. The US is expected to allow shipments of Nvidia H200 accelerators to "approved clients" in China. However, the authorization will come with strict conditions, including a 25% fee and security requirements. This decision could significantly impact the global balance of computing power and the availability of hardware for training large models.
US to Allow Nvidia H200 Chip Exports to China Under Conditions