According to Reuters and Bloomberg sources from December 12-13, 2025, Nvidia is considering significantly increasing the production volume of H200 accelerators. The reason is unexpectedly high demand from Chinese tech giants immediately following news of potential easing of US export controls. The corporation is negotiating with manufacturing partner TSMC to expand quotas, which could impact global computing power allocation and chip availability for other markets.
Reuters: Nvidia Considers Increasing H200 Output Due to Robust China Demand
