Nvidia unveils H200 AI GPU, boosting stock by 230%, with sales expected to surge 170% and $16B revenue projected for Q3

  • The chip offers significant performance improvements of 60% to 90% compared to the current H100 model for AI inference.

  • H200-powered systems will be available from Nvidia’s hardware partners and major cloud service providers.

  • Nvidia’s GPUs have become highly sought after for training AI models, resulting in product shortages.

  • Nvidia’s new strategy of more frequent, higher performance product launches poses a challenge for rivals like AMD.