Nvidia says supply constraint claims are 'categorically false'

In a reaction to media reports, Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]) attempted to set the record straight and declared there are no supply constraints for cloud access to its H100, H200 or Blackwell GPUs.

"We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and 'sold out' of H100/H200," Nvidia said in a post [https://x.com/nvidianewsroom/status/1962912177410462080] on X late Tuesday morning. "As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders."

Nvidia shares, along with the bulk of semiconductor stocks, were down during Tuesday trading.

"We have more than enough H100/H200 to satisfy every order without delay," Nvidia added. "The rumor that H20 reduced our supply of either H100/H200 or Blackwell is also categorically false — selling H20 has no impact on our ability to supply other NVIDIA products."

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