On December 15, 2025, Reuters reported that Nvidia is actively discussing increasing production volumes of its H200 AI accelerators. Sources point to a surge in orders from Chinese companies following news of the potential authorization of exports of these chips to China. The corporation aims to rapidly adjust its production plans with partners (including TSMC) to capture market share and meet pent-up demand, despite lingering geopolitical uncertainty.
Reuters: Nvidia Considers Increasing H200 Output Due to China Demand
