Nvidia is restarting production of H200 AI accelerators for China after securing multiple licenses in the last three weeks.
Ed Ludlow
Jensen Huang
We've been licensed for many customers in China for H200, have received purchase orders, and are restarting manufacturing.
Nvidia projects $1 trillion sales opportunity from 2025-2027 for Blackwell and Rubin systems, with potential 25% upside if Grok is factored in.
Ed Ludlow
Trillions of dollars in capacity will be needed to meet current AI infrastructure demand, and Nvidia remains committed to Taiwan despite supply chain concentration.