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.

According to @hyperbolic_labs, Hyperbolic announced on Sep 2, 2025 that it offers on-demand NVIDIA H200 GPU rentals at $2.20 per hour with configurations of either a single H200 or 8x H200 for AI workloads, available immediately via its X announcement, source: Hyperbolic on X, Sep 2, 2025. Traders can use this quoted H200 price and capacity configuration as a live benchmark when evaluating AI compute exposure and relative costs across centralized and decentralized GPU marketplaces, including crypto-tracked segments such as RNDR and AKT, source: Hyperbolic on X, Sep 2, 2025.