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According to the Financial Times, Nvidia has adjusted its manufacturing capacity allocation at TSMC, shifting the capacity originally used for producing H200 chips to its next-generation Vera Rubin hardware platform.

According to the Financial Times, Nvidia has adjusted its manufacturing capacity allocation at TSMC, shifting the capacity originally used for producing H200 chips to its next-generation Vera Rubin hardware platform.

老虎证券老虎证券2026/03/05 05:18
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This strategic adjustment reflects Nvidia's accelerated deployment of next-generation artificial intelligence computing hardware, aiming to consolidate its leading position in the high-end AI chip sector. Industry insiders analyze that this capacity redistribution may have a profound impact on the AI chip supply chain, while also highlighting Nvidia's forward-looking planning in the process of technological iteration.
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