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NVIDIA denies rumors of H100/H200 chip shortages: inventory is sufficient to meet order demands immediately.
Jin10 Data reported on September 3rd that NVIDIA (NVDA.O) stated that recent media rumors regarding limited supply and sold-out status of NVIDIA H100/H200 chips are false information. As we explained in our financial report, cloud service partners can indeed rent all of their H100/H200 chips online, but this does not imply that we cannot accept new orders. We have ample H100/H200 inventory to meet all order demands immediately. The rumors about H20 chips reducing the supply of H100/H200 or Blackwell products are also completely untrue—sales of H20 will never affect NVIDIA's ability to supply other products.