List of Flash News about AI hardware supply
| Time | Details |
|---|---|
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2026-01-07 16:21 |
China Orders Tech Firms to Halt Purchases of Nvidia H200 Chips: Headline Risk for AI Hardware and NVDA
According to @WatcherGuru, China has ordered domestic tech firms to halt purchases of Nvidia's H200 chips, with the update posted on X on Jan 7, 2026; the post provides no additional details or official documents. Source: Watcher.Guru on X, Jan 7, 2026. Given the headline, traders monitoring AI hardware supply risk may treat this as a near-term volatility catalyst for AI chip exposure pending official confirmation. Source: Watcher.Guru on X, Jan 7, 2026. |
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2025-12-31 14:03 |
Nvidia (NVDA) Seeks TSMC (TSM) to Boost H200 GPU Output as China Places 2M Orders, Exposing ~1.3M Unit Supply Gap
According to @StockMKTNewz, Nvidia (NVDA) has approached Taiwan Semiconductor (TSM) to increase H200 GPU production amid a demand surge from China, citing Reuters as the source. Reuters reported that Chinese technology companies have placed orders for about 2 million H200 GPUs while Nvidia has roughly 700,000 units in stock, implying an approximate 1.3 million unit shortfall based on Reuters figures. No direct cryptocurrency market impact was mentioned in the Reuters report. |
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2025-12-02 06:42 |
CNBC: Nvidia’s ‘Seismic’ Shift and AI Chip Shortages Threaten Gadget Price Hikes — What Traders Should Watch in Semiconductors
According to @CNBC, Nvidia is undergoing a “seismic” shift amid AI chip shortages that are threatening to raise consumer gadget prices (source: CNBC). @CNBC reports that supply constraints in AI processors are central to the potential price pressures across consumer electronics (source: CNBC). @CNBC’s coverage highlights Nvidia and AI chip availability as key focal points for market participants tracking hardware pricing risks (source: CNBC). |