NVIDIA refutes claims of supply constraints, stating that related reports are "seriously inaccurate."
In response to recent media reports, NVIDIA clarified and explicitly stated that there are no supply constraints for its H100, H200, and Blackwell series GPUs in cloud service access. NVIDIA posted on the X platform later on Tuesday morning, stating: "We have noticed false statements in the media claiming that NVIDIA H100/H200 series GPUs are in short supply and 'sold out.' As we mentioned in our financial report, cloud service partners can rent all online H100/H200 GPUs on their platforms—but this does not mean we cannot accept new orders." The company further emphasized: "We have ample H100/H200 inventory to meet every order demand in a timely manner, with no delays. Additionally, rumors that the H20 series GPUs have led to a reduction in the supply of H100/H200 or Blackwell series are also completely untrue—sales of H20 do not affect our supply capacity for other NVIDIA products."
According to the Zhitong Finance APP, in response to recent media reports, NVIDIA (NVDA.US) has clarified that there are no supply constraints for its H100, H200, and Blackwell series GPUs for cloud service access.
NVIDIA stated on the X platform later on Tuesday morning: "We have noticed false statements in the media claiming that there is a supply shortage of NVIDIA H100/H200 series GPUs and that they are 'sold out.' As we mentioned in our financial report, cloud service partners can rent all online H100/H200 GPUs on their platforms—but this does not mean we cannot accept new orders."
The company further emphasized: "We have ample H100/H200 inventory to meet every order demand in a timely manner, with no delays. Additionally, rumors suggesting that the H20 series GPUs have led to a reduction in the supply of H100/H200 or Blackwell series are also completely untrue—sales of H20 have no impact on our supply capability for other NVIDIA products."
