Stock Markets February 11, 2026

Top House Democrat Signals Openness to Sales of Older Nvidia 'Hopper' Chips to China

Ro Khanna allows phased sales of prior-generation AI chips while drawing a line at newest architectures and criticizing U.S. Taiwan policy

By Maya Rios NVDA
Top House Democrat Signals Openness to Sales of Older Nvidia 'Hopper' Chips to China
NVDA

Ro Khanna, the ranking Democrat on the House Select Committee on the strategic competition with China, said he is open to permitting sales of older Nvidia 'Hopper' chips such as the H200 to China after a multi-year lead in capability, while opposing exports of Nvidia's most current and upcoming architectures. Khanna also criticized inconsistencies in the Trump administration's Taiwan policy during his first committee hearing as ranking member.

Key Points

  • Ro Khanna, newly installed as ranking Democrat on the House Select Committee on China, said he is open to selling older Nvidia Hopper-generation chips to China after a multi-year technological lead.
  • Khanna explicitly ruled out permitting exports of Nvidia’s most current Blackwell chips or upcoming Rubin chips, saying they should not be sent to China.
  • Khanna criticized the Trump administration’s Taiwan policy and described a shift among Democrats on the committee toward criticizing administration policies as well as the Chinese Communist Party.

Ro Khanna, the California Democrat who recently became the ranking member of the U.S. House Select Committee on the strategic competition with China, indicated on Monday that he would be receptive to permitting exports of older-generation Nvidia chips to China, marking a change from the stance taken by his immediate predecessor.

Khanna, who assumed the role earlier this year, stopped short of fully endorsing President Donald Trump’s decision to allow shipments of Nvidia’s H200 artificial intelligence accelerator to China, but said he was comfortable with sales of chips that are several years behind the current state of the art.

"We certainly shouldn’t be sending them Rubins. We shouldn’t be sending them Blackwells," Khanna told reporters after his first hearing with the committee. "But after we have a two-year, three-year advantage, then I’m fine to make sure that our chips are being used in refrigerators and dishwashers and that that is something that we’re selling."

The H200, which was released in 2024, is part of Nvidia’s "Hopper" family of accelerators. That generation preceded the company’s current "Blackwell" chips and the next-generation "Rubin" family that is expected to arrive later this year, according to Khanna's remarks at the hearing.

Khanna’s predecessor, Illinois Democrat Raja Krishnamoorthi, co-sponsored legislation last year that would have barred such sales, and the Republican chair of the committee has publicly criticized the administration’s decision to permit shipments of the H200 to China. The Republican chair of the committee did not provide comment when a spokesman was contacted.

Khanna also emphasized distinctions between his alignment with the administration on certain chip-export questions and his disagreement with its broader Taiwan policy. He characterized recent developments at the hearing as evidence of a shift among Democrats on the committee.

"What we saw in the hearing is a shift of Democrats. It’s not just our members criticizing the China Communist Party. It’s our members criticizing the Trump administration’s policies," Khanna said. "Trump’s policies have not been clear, they have not been consistent, and they are undermining security of Taiwan."

Requests for comment sent to Nvidia were not immediately returned. A spokesman for John Moolenaar, the Michigan Republican who chairs the committee, also did not immediately respond to a request for comment.

Khanna’s comments reflect a nuanced approach to high-performance computing exports: drawing a firm line against the most advanced architectures while permitting a timed transfer of older-generation chips that, in his view, could be redirected toward consumer and lower-end industrial uses after a multi-year lead is established.


Context and implications

As ranking member, Khanna’s position signals a potential softening in Democratic resistance to certain chip exports compared with his predecessor’s posture, even as partisan disagreement persists over the proper balance between trade and national security. His remarks underscore an emphasis on maintaining a clear technological advantage for a defined period before relaxing export constraints for older hardware.

Risks

  • Unclear and inconsistent U.S. policy on Taiwan could undermine perceived security for Taiwan and create political friction - this affects geopolitics and markets sensitive to Taiwan-related security concerns, including semiconductors and defense.
  • Allowing sales of older-generation AI chips to China after a time lag raises questions about technology leakage and future export control debates - impacting semiconductor manufacturers and technology supply chains.
  • Partisan shifts within the committee could change oversight dynamics and lead to policy uncertainty for firms in the AI hardware and related consumer electronics sectors.

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