Nvidia is reportedly redirecting manufacturing capacity at $TSM away from chips meant for the Chinese market and toward its next-generation Vera Rubin hardware. The move comes as ongoing export restrictions continue to limit AI chip sales to China, one of Nvidia’s key markets. According to reports, production tied to H200 chips has been scaled back while resources are being shifted to future platforms expected to power the next wave of AI infrastructure. The strategy signals Nvidia is prioritizing long-term AI demand over uncertain regulatory access to China.