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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 3 that Nvidia (NVDA.O) stated that recent media rumors regarding "limited supply" and "sold out" of its 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 that does not mean we cannot take new orders. We have sufficient H100/H200 inventory to meet all order demands immediately. The rumors about the H20 chip reducing the supply of H100/H200 or Blackwell products are also completely unfounded – the sales of H20 will never affect Nvidia's supply capacity for other products.