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Nvidia (NVDA) stock surged 3% ahead of its CES keynote, driven by booming Chinese H200 chip demand and supply shortages, signaling multi-year revenue growth potential despite geopolitical risks aroun…
Nvidia plans production expansion of its H200 AI chips with TSMC amid strong Chinese demand, anticipating tighter global AI chip supplies starting Q2 2024.
Nvidia faces strong Chinese demand for 2 million H200 AI chips in 2026, exceeding current inventory. It plans expanded production with TSMC starting Q2 2026. Regulatory approvals and supply constrain…