Nvidia currently sits on some 600K high performance H200 chips, recently cleared for China, but Chinese companies have placed orders for a whopping 2 million of them for 2026.
This has led Nvidia to re-approach TSMC for another production run, Reuters reports.
This is notwithstanding regulatory pressure from the Chinese government, who have not said if they will allow the chips in the country.
They are instead considering bundling H200 purchases with domestically produced chips, Reuters says, in order to boost their internal industry.
Read the scoop at Reuters.