Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds
… It's also important to note that the H200 capacity is being integrated into the supply chain at a time when NVIDIA is focused on Blackwell Ultra and Vera Rubin. For suppliers like TSMC, catering to Hopper demand is a significant concern , as it requires ramping up production of nodes like 4nm. …