In December 2025, Nvidia received the historic authorization to export some of its AI chips, in particular the H200, to China. This decision, supervised by the American government, marks a turning point for the global semiconductor market, while revealing the close links between technology, geopolitics and entrepreneurial strategy.
After several years of national security restrictions, Donald Trump's American presidency now allows Nvidia to sell its H200 chips in China. These processors are essential for:
Note: this authorization does not apply to all Nvidia chips, and some series like Blackwell remain under strict restrictions.
Access to H200 chips allows some Chinese companies to strengthen their AI capabilities, which opens up opportunities for suppliers, technology partners, and startups.
Nvidia could generate billions of additional dollars, despite some of the revenue having to be paid back in the form of taxes or royalties to the American government.
Despite authorization, the most advanced chips remain banned, limiting the immediate impact on certain critical applications. China has yet to confirm massive orders, leaving trade uncertainty. Geopolitical tensions can change the rules of the game at any time.
Entrepreneurs should therefore consider this opening as a conditional opportunity, and not as a complete return to the Chinese market.
The decision to allow Nvidia to sell its H200 chips in China is a major signal for the global tech ecosystem:
Nvidia remains a key player and this openness, even partial, can transform business strategies in cloud, AI, and high-tech manufacturing.
