Nvidia Halts China-Bound H200 Output, Shifts Capacity to Vera Rubin

Nvidia has stopped production of its second-most advanced artificial intelligence chips, known as H200 chips, intended for the Chinese market, the Financial Times reported.

Nvidia does not seem to expect any meaningful H200 sales in China in the near term. (Photo: NVIDIA)

The US chipmaker has reallocated manufacturing capacity at contract chipmaker TSMC away from producing H200 chips and toward its next-generation Vera Rubin hardware, the report said, citing two people with knowledge of the matter.

Last week, Nvidia said it had received licenses from the US government to ship “small amounts” of its H200 chips to customers in China.

However, the move suggests Nvidia does not expect any meaningful H200 sales in China in the near term.

A US Commerce Department official said last month that none of Nvidia’s H200 chips had been sold to Chinese customers.

In January, US President Donald Trump’s administration gave a formal green light to China-bound sales of Nvidia’s H200 chips, but shipments remained stalled due to guardrails built into the process, Shivani Tanna also reported for Reuters.