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NVIDIA

NVIDIA has partially halted the production of the H200 chip and is shifting TSMC's related capacity to the next-generation architecture Vera Rubin. Behind this is a pragmatic compromise regarding the reality of the delayed U.S. export approvals. Approximately 250,000 units of H200 are waiting for the policy window, while OpenAI and Google are competing for the next-generation computing power products

- NVIDIA is shifting its manufacturing capacity from H200 chips at TSMC to the next-generation Vera Rubin architecture, reflecting the company's assessment of the current regulatory environment.  
- Reports indicate NVIDIA has paused H200 production for specific markets and reallocated that capacity to Vera Rubin, with strong demand from tech giants like OpenAI and Google.  
- Despite the shift, NVIDIA has not ruled out the possibility of resuming H200 production if regulatory conditions change, as existing inventory could meet any immediate demand.

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NVIDIA capacity major adjustment: H200 makes way for the next generation chip Vera Rubin

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