Nvidia停止了中国的H200芯片生产,在出口管制和需求低的情况下,将重点转移到Vera Rubin硬件上。 Nvidia halts H200 chip production for China, shifting focus to Vera Rubin hardware amid export controls and low demand.

Nvidia暂停为中国生产H200 AI芯片, Nvidia has paused production of its H200 AI chips for China, redirecting TSMC manufacturing capacity to its Vera Rubin hardware, according to a Financial Times report citing two sources. 尽管美国许可证允许有限的H200货运量,但这一行动反映出由于持续的出口管制和后勤拖延,短期销售预期较低。 The move, despite U.S. licenses allowing limited H200 shipments, reflects low near-term sales expectations due to ongoing export controls and logistical delays. Nvidia和TSMC尚未确认这一转变,路透社无法核实细节。 Nvidia and TSMC have not confirmed the shift, and Reuters could not verify the details.