According to the Financial Times, Nvidia has adjusted its manufacturing capacity allocation at TSMC, shifting capacity originally used for producing H200 chips to its next-generation Vera Rubin hardware platform.
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This strategic adjustment reflects Nvidia's accelerated deployment of next-generation artificial intelligence computing hardware, aiming to consolidate its leading position in the high-end AI chip sector. Industry experts analyze that this capacity redistribution may have a profound impact on the AI chip supply chain, while also highlighting Nvidia's forward-looking planning in the process of technological iteration.
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