Policy
March 5, 2026
Nvidia Cuts China H200 Output as TSMC Moves to Vera Rubin, FT Says
Nvidia’s China H200 production has been halted, with the company redirecting TSMC capacity toward its next-generation Vera Rubin chip. The decision comes as AI export controls have effectively blocked any viable path to selling H200 chips in China at scale. As a result, it is stalling Nvidia China sales in one of its previously key […]