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According to industry sources, Nvidia is in active discussions with TSMC regarding an expanded manufacturing order for its H200 processors. The move comes as demand for high-performance GPU chips continues to surge. The H200 architecture represents a significant leap in compute capabilities, and the production ramp reflects broader market trends in AI infrastructure and high-performance computing adoption. Sources indicate that capacity constraints at TSMC could play a critical role in determining final production volumes. This development underscores how chipmaker strategies directly influence the availability and costs of computing resources across multiple sectors.