Nvidia's H200 chips, for instance, have seen Chinese firms place orders for over 2 million units for 2026, exceeding the company's current stock of 700,000. This shortage stems from explosive demand for AI training and inference, which is outpacing production increases at foundries like Taiwan Semiconductor Manufacturing ( ). As a result, providers are negotiating additional output, with work set to begin in the second quarter of 2026.
Nebius Group expects an ARR of up to $1.1 billion for 2024, showcasing remarkable growth from $117.5 million previously, indicating its significant potential in the AI sector.