Nvidia halts China H200 chip output as U.S. weighs tougher AI export rules
Nvidia has halted output of its H200 AI chips designed for China, rerouting manufacturing at Taiwan Semiconductor Manufacturing Co toward its upcoming Vera Rubin line, according to the Financial Times, which cited two sources familiar with the shift. Reuters was unable to independently confirm the details. TSMC declined comment. Nvidia also did not reply to a request for comment. This shift is significant—U.S. export restrictions have transformed Nvidia's once-simple China sales into a maze of permits and compliance. Product plans keep getting reworked, and now the uncertainty is starting to affect production choices as well, not just the deals with customers.