Nvidia pulls back on China H200 chips, shifts TSMC capacity to Vera Rubin: report
Nvidia has halted production of H200 AI chips for China and shifted TSMC manufacturing to its new Vera Rubin chips, the Financial Times reported. U.S. export controls have blocked H200 shipments to China, with no sales reported. Nvidia recently forecast $78 billion in quarterly revenue, excluding China data-center compute income. TSMC declined to comment; Nvidia did not respond.