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U.S. government to allow conditional AI chip exports to China by NVIDIA and AMD
Wednesday, January 14, 2026 at 08:14 AM
The United States government has reportedly decided to permit the export of AI semiconductors from NVIDIA and AMD to China under specific conditions.
Context
The U.S. government has transitioned from a blanket ban to a conditional authorization framework for high-performance AI chip exports to China. This policy shift allows NVIDIA and AMD to resume sales of advanced hardware, including the H200 and MI325X, through a case-by-case review process. To maintain domestic stability, the new rules mandate that exports to China cannot exceed 50% of the supply volume allocated for the U.S. market.
To secure these lucrative licenses, companies have reportedly agreed to a unique revenue-sharing arrangement, paying a 15% fee on all Chinese AI chip sales directly to the U.S. government. Despite this opening, the geopolitical environment remains volatile. Chinese authorities have responded with caution, instructing domestic firms to prioritize homegrown alternatives and limiting purchases of U.S. silicon to essential research use. Investors should anticipate continued friction as both nations balance commercial interests with strict national security oversight.
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