Catenaa, Thursday, March 05, 2026- Nvidia has reportedly halted production of China-bound H200 chips, as regulatory efforts in Washington and Beijing have restricted imports to the Chinese market.
The Financial Times reported that the US chipmaker has reallocated manufacturing capacity at Taiwan Semiconductor Manufacturing Company away from making H200 chips to its next-generation Vera Rubin hardware.
The move suggests Nvidia no longer expects significant H200 sales in China in the near term, after months of uncertainty over US export approvals and potential Chinese restrictions.
The H200 is one of Nvidia’s older-generation AI processors and has been positioned as compliant with US export controls on advanced chips.
Vera Rubin, unveiled earlier this year, is its latest chip architecture, designed for more complex AI systems and in strong demand from top US tech groups such as OpenAI and Google.
Washington has tightened restrictions on the sale of high-end semiconductors to China, while Beijing has signalled it may curb imports to support domestic champions.
“Instead of waiting in a limbo, Nvidia has to move on to what it can achieve with certainty especially when there’s a shortage of supply for its advanced stuff,” one person with knowledge of the plans told The Financial Times, “This could in a way accelerate the Vera Rubin delivery and roll out.”
Nvidia had heavily lobbied Washington and Beijing to allow sales of its H200 chips in China. After US President Donald Trump indicated in December he would permit sales, Nvidia began stepping up production.
The company had expected orders of more than 1 million units from Chinese clients, the FT has previously reported.
Its suppliers had been working around the clock to prepare for deliveries initially planned for as early as March.
Demand was “very high, and we’ve fired up our supply chain and H200s are flowing through the line”, Nvidia’s chief Jensen Huang said in early January.
