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Report: Nvidia considers H200 production ramp ahead of China demand

CNBC · New
CNBC
CNBC
New

CNBC's Kristina Partsinevelos reports on news regarding Nvidia.

Breakdown
  • Nvidia may increase H200 chip output due to strong demand from China
  • H200 uses older manufacturing process, easing competition for TSMC capacity 29s
  • TSMC's supply is three times short of AI-driven demand, limiting easy scaling 1m 6s
  • China has not approved H200 imports and is favoring domestic suppliers 1m 31s
  • China may buy some H200 chips short-term but is focusing on self-reliance 1m 47s