Nvidia is considering ramping up production of its H200 chips as demand for artificial intelligence infrastructure continues to surge. The H200, designed to handle advanced AI workloads, is becoming a critical component for data centers racing to build more powerful computing capacity. Cloud providers and enterprise customers are signaling that demand remains strong, even as AI investment shifts from experimentation toward real-world deployment.

This potential increase in output reflects Nvidia’s central role in the AI supply chain, where its hardware remains the gold standard. However, expanding production is not without challenges, including supply constraints, manufacturing capacity, and the need to balance inventory carefully. Nvidia’s decisions now will shape not just its own growth, but the pace at which AI adoption spreads across industries.