NVIDIA Shifts H200 Production Toward Vera Rubin

NVIDIA plans to scale back H200 production intended for China and reallocate capacity to its Vera Rubin architecture, the Financial Times reports. The move follows reported US limits capping H200 shipments at about 75,000 units per customer and growing demand from global hyperscalers for Vera Rubin. NVIDIA says it is prioritizing supply consistency over uncertain China revenues, affecting supply-chain partners' planning.