NVIDIA denies supply constraints on H100 and H200 chips

NVIDIA Corp. (NASDAQ: NVDA) addressed market speculation regarding supply constraints on its H100 and H200 chips, stating it has sufficient inventory to fulfill orders without delay.

The company said reports claiming it is "sold out" of H100 and H200 processors are incorrect. NVIDIA explained that while cloud service providers can rent available H100 and H200 units online, this does not indicate supply shortages for new orders.

The chipmaker also dismissed claims that its H20 product sales have reduced supply availability for H100, H200, or Blackwell chips. NVIDIA stated that H20 sales do not impact its ability to supply other products in its portfolio.

The clarification comes as the company faces ongoing market attention regarding its artificial intelligence chip supply chain and delivery capabilities. NVIDIA's statement aimed to address what it characterized as inaccurate media reports about its production capacity.

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