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Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (Reuters)

Reuters : Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips fo...

22 November 2024

Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October (Christiaan Hetzner/Fortune)

Christiaan Hetzner / Fortune:
Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October  —  Nvidia founder and CEO Jensen Huang doesn't have any real competition in the market for AI training chips.  —  MADS CLAUS RASMUSSEN—RITZAU SCANPIX/AFP VIA GETTY IMAGES

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