Nvidia Halts H200 China Supply, Redirects Capacity to Vera Rubin, Partners on TI Robotics
Nvidia and Texas Instruments will combine TI’s real-time motor control, mmWave radar and power technologies with Nvidia’s Jetson Thor and Holoscan Sensor Bridge to accelerate safe humanoid-robot deployment, showcasing at GTC Mar.16-19. Nvidia has halted H200 chip production for China, redirecting TSMC capacity to its higher-margin Vera Rubin platform.
1. Robotics Partnership with Texas Instruments
Nvidia and Texas Instruments have integrated TI’s real-time motor control, sensing, power and mmWave radar technologies with Nvidia Jetson Thor and Holoscan Sensor Bridge. This sensor fusion solution delivers low-latency 3D perception and deterministic safety control at every joint, enabling developers to accelerate humanoid robot validation from virtual simulation to production-ready systems. The joint solution will debut at GTC in San Jose Mar.16-19.
2. H200 Chip Production Shift
Nvidia has halted production of its compliant H200 AI accelerator for China, citing regulatory hurdles and unprofitable margins. The company is redirecting TSMC capacity to its new Vera Rubin platform, targeting unrestricted high-margin data-center demand as it continues to surpass $100 billion in annual revenue.