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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.
In its earnings report, Nvidia gave guidance for the first quarter that sailed past estimates, with growth projected to reach its fastest in a year.
Nvidia is reportedly reallocating its production capacity at TSMC, moving away from H200 chips intended for the Chinese market to focus on its latest Vera Rubin products, following new US export controls.
Companies' adoption of artificial intelligence is boosting the tech giant's profits. In the fourth quarter alone, Nvidia reported a net profit of 42.960 billion dollars.
The Vera Rubin Observatory in Chile, known as the world's largest camera, sent 800,000 alerts to astronomers overnight, signaling asteroids, exploding stars, and black holes.
CNBC got an exclusive first look at Vera Rubin, Nvidia's next AI system that's due to ship in the second half of the year