NVIDIA received U.S. government approval in December to export its high-end H200 chips to approved commercial entities in China, though a 25% revenue share fee applies. Concurrently, reports indicate Nvidia discontinued plans to use Intel’s 18A production process for chip manufacturing. These strategic developments coincide with Nvidia's "Landmark Genesis Mission" partnership with the U.S. government to boost AI infrastructure and R&D. The company maintained robust stock performance in 2025, reportedly up 65%, amidst these significant geopolitical and operational movements.
NVIDIA Secures China H200 Chip Exports with US Revenue Share, Drops Intel Manufacturing Plans