Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks
NEW YORK, December 31, 2025, 06:53 ET — Premarket Nvidia (NVDA.O) shares fell 0.3% to $187.54 in premarket trading on Wednesday after Reuters reported the company has approached Taiwan Semiconductor Manufacturing Co about expanding output of its H200 artificial intelligence chips to meet rising demand from Chinese customers. Reuters The report matters now because it puts China demand back at the center of the Nvidia trade just as supply remains tight across AI hardware. At the reported pricing, the order pipeline would translate into roughly $54 billion in potential sales, assuming approvals and deliveries. It also sharpens a familiar risk-reward