
Nvidia Halts H200 Chip Production for China, Shifts Capacity to Vera Rubin
Nvidia has reportedly stopped production of its H200 chips destined for China, reallocating TSMC manufacturing capacity to its Vera Rubin platform, according to the Financial Times.

TechnologybloombergSCMPseeking-alpha2d ago3 sources US considers capping Nvidia H200 sales at 75,000 per Chinese customer
US officials are considering caps on the number of AI accelerators Nvidia can export to any one Chinese company, which would further constrain the chipmaker’s re-entry into a crucial market.
The Trump administration has talked about limiting Chinese firms to buying 75,000 of Nvidia’s H200 chips each, according to people familiar with the matter.
Shipments of Advanced Micro Devices’ MI325 chips, which have similar capabilities, would also count towards a customer’s cap, the people said. These...
Nvidia gets nod to ship H200 chips to Chinese market - China Daily
Nvidia gets nod to ship H200 chips to Chinese market China Daily
Nvidia Receives Approval for Limited H200 Chip Shipments to China Amid Import Uncertainty
Nvidia has announced that limited shipments of its H200 chips to China have been approved, though the company has not yet generated revenue from these shipments due to ongoing import uncertainties.
US official reveals no Nvidia H200 chip has been approved for sale to China; Chinese expert says Washington’s self-defeating strategy erodes Nvidia’s competitiveness - Global Times
US official reveals no Nvidia H200 chip has been approved for sale to China; Chinese expert says Washington’s self-defeating strategy erodes Nvidia’s competitiveness Global Times

PoliticsDaily Nationnaked-capitalism11d ago2 sources Links 2/21/2026
<a href="https://www.nakedcapitalism.com/2026/02/links-2-21-2026.html"><img src="https://www.nakedcapitalism.com/wp-content/uploads/2026/02/Screenshot-2026-02-21-at-5.01.49 PM.png" alt="" width="275"