Nvidia (NVDA.US) refutes supply constraint claims, calls related reports "seriously inaccurate"

According to Jinse Finance, NVIDIA (NVDA.US) has clarified recent media reports, explicitly stating that there are no supply constraints for its H100, H200, and Blackwell series GPUs in cloud service access.

On Tuesday morning, NVIDIA posted on the X platform: "We have noticed false statements in the media claiming that NVIDIA's H100/H200 series GPUs are in short supply and 'sold out.' As we mentioned in our earnings report, cloud service partners can rent all online H100/H200 GPUs on their platforms—but this does not mean we are unable to take new orders."

The company further emphasized: "We have ample inventory of H100/H200 GPUs and can fulfill every order promptly, with no delays. There are also rumors that the H20 series GPUs have led to reduced supply of H100/H200 or Blackwell series, which is also completely untrue—the sales of H20 have no impact on our ability to supply other NVIDIA products."