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Cramer says Nvidia should be allowed to sell AI chips in China as H200 approvals remain unresolved

First covered Thursday, May 14, 2026Technology & SocietyWell-covered

The Facts

  • Jim Cramer said Nvidia should be allowed to sell artificial intelligence chips in China.
  • Cramer argued that restricting Nvidia's sales could push Chinese companies to develop more homegrown chip alternatives.
  • The U.S. has cleared about 10 Chinese firms to buy Nvidia's H200 AI chips.
  • No H200 deliveries to those approved Chinese buyers had taken place at the time of the reports.
  • Nvidia CEO Jensen Huang joined President Donald Trump's trip to Beijing as Nvidia sought progress on chip sales in China.
  • The issue matters because Nvidia's access to China is being shaped by U.S.-China technology tensions and export controls, even where U.S. approvals have been granted.
  • A key unresolved issue is whether approvals will translate into actual shipments, as trade talks in Beijing did not produce a major breakthrough on chip exports.

Context

What did Cramer say about Nvidia selling chips in China?

Cramer said Nvidia should be allowed to sell AI chips in China and argued that keeping Chinese firms dependent on U.S. technology would be better than forcing them to build competing products CNBC.

What is the current status of Nvidia's H200 sales to China?

Reports said the U.S. cleared roughly 10 Chinese companies to buy Nvidia's H200 chips, but no deliveries had been made at the time of publication CNBC,Reuters.

Why is this still unresolved if U.S. approvals were granted?

The broader dispute over semiconductor export controls remains unsettled. Reuters reported shipments had not begun despite U.S. clearance, and U.S. Trade Representative Jamieson Greer said chip export controls were not a major topic in the Beijing talks, suggesting no near-term breakthrough Reuters,Yahoo News.

Where Left and Right agree, and where they split

Where Left and Right agree
Approvals alone have not resolved Nvidia’s China business: despite U.S. clearance for some Chinese buyers and high-level lobbying, no H200 shipments had occurred, showing that export controls and broader U.S.-China tensions still govern what happens in practice.
Where Left and Right split
Less a disagreement than a question of emphasis: the strategic risk that restricting Nvidia could speed China’s homegrown chip development, versus the immediate credibility gap between formal U.S. approvals and the absence of actual deliveries.

How left and right read it

Left says

What stands out is how export controls and broader U.S.-China technology tensions are determining who can actually access advanced AI chips, even after approvals have been granted. Cramer’s warning that restricting Nvidia’s sales could accelerate homegrown alternatives in China underscores the long-horizon stakes, while the lack of H200 deliveries shows how unresolved the policy remains in practice.

Is this how the left would actually put it?
Right says

The central issue is whether government approvals mean anything if they do not lead to actual shipments. The U.S. cleared about 10 Chinese firms to buy Nvidia’s H200 chips, yet no deliveries had occurred, and even Jensen Huang joining President Donald Trump’s trip to Beijing did not produce a major breakthrough on chip exports.

Is this how the right would actually put it?

See this differently than someone you know would?

The receipts — 100 sources

Wire services (4)

ReutersYahoo NewsChip export controls not major topic in China talks, US trad...
ReutersYahoo! FinanceExclusive-US clears H200 chip sales to 10 China firms as Nvi...
ReutersReutersExclusive: US clears H200 chip sales to 10 China firms as Nv...
ReutersU.S. News & World ReportExclusive-US Clears H200 Chip Sales to 10 China Firms as Nvi...

Independent coverage (96)

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m.163.com美国批准!允许阿里腾讯等10家中国企业,购买英伟达H200芯片_手机网易网
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m.163.com谈妥了?曝十家中国企业获批采购英伟达H200,名单毫不意外_手机网易网
驱动之家名单曝光!美媒称10家中国企业采购英伟达H200:每家最多可买75000块
凤凰网(凤凰新媒体)突发!联想等10家中企获批采购英伟达H200芯片
LatestLYBusiness News | US Clears H200 Chip Sales to 10 China Firms ...
newKerala.comUS approves Nvidia H200 chip sales to 10 China firms
The HinduU.S. clears H200 chip sales to 10 China firms as Nvidia CEO ...
Technology OrgU.S. Approves Nvidia H200 Sales to 10 Chinese Firms
Huawei CentralUS approved Nvidia H200 AI chip sales for 10 Chinese firms
RFI美批准向10家中企出售H200芯片至今未有交付 黄仁勋在华寻突破
Asian News International (ANI)US clears H200 chip sales to 10 China firms as Nvidia CEO lo...
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NewsBytesUS allows NVIDIA H200 AI chip sales to China
BlockonomiTrump-Xi Summit Sparks Rally in Chinese Tech Stocks Amid AI ...
Intellinews Washington approves Nvidia sales as Trump visits Beijing
The Next WebUS clears H200 sales to 10 Chinese firms, but not a single c...
News.azUS clears Nvidia H200 chip sales to 10 China firms | News.az
CoinfomaniaU.S. Approves Alibaba and Tencent to Buy Nvidia H200 AI Chip...
The Business TimesUS clears H200 chip sales to 10 China firms as Nvidia CEO lo...
News.azHow the US-China AI rivalry is disrupting Nvidia's business ...
EconoTimesNvidia's China AI Chip Sales Remain Frozen Despite U.S. Appr...
CNBCU.S. clears H200 chip sales to 10 China firms as Nvidia CEO ...
FirstpostUS approves Nvidia's H200 AI chip exports to Alibaba, Tencen...
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