Nvidia reallocates China H200 manufacturing capacity for Vera Rubin chips - report
Decision results from lack of meaningful GPU sales to Chinese customers
Decision results from lack of meaningful GPU sales to Chinese customers
LillyPod system was assembled in just four months
Second such agreement signed by the chip giant this week
Agreement bolsters R&D and manufacturing efforts while securing Nvidia's future access rights to critical laser components
Latest fundraise values the company at $3.75bn
CEO has previously talked up $1.4 trillion spend over eight years
Generative AI giant is seeking a $730 billion valuation
Comments made after celebratory dinner with engineers from Nvidia and memory chipmaker SK Hynix
Sale occurred in fourth quarter of 2025
Agreement represents the first “large-scale” Nvidia Grace-only deployment
Fleet to develop 230MW data center at Tract’s Nevada site for unnamed $3 trillion company
As the carrier outlines its desire to grow out FWA
Data center site has been subject of lawsuits throughout 2025
Company says ChipStack AI Super Agent has already been deployed by Nvidia and Qualcomm
Five pilot projects planned in US in 2026
Comes in same week Nvidia CEO downplays $100bn investment pledge in OpenAI
Government is reportedly weighing up conditions under which additional purchases will be greenlit
CPU had previously only been available as part of Vera Rubin Superchip
Bipartisan legislation passed the House 42-2
First RISC-V company to partner with Nvidia on the interconnect technology
Nvidia H200 and AMD MI325X GPUs will be subject to the levy
Exports will only be permitted if sufficient supply of the GPUs exists in the US
Meanwhile, Nvidia says upfront payments from Chinese customers purchasing H200s is not company policy
Next-gen Rubin platform will see DPUs help control all network I/O to and from the compute node