Early this morning, NVIDIA released an official statement, addressing recent media reports of limited and sold-out H100/H200 chip supplies. The statement emphasized that these rumors are "completely untrue," and that the company currently has sufficient inventory of H100/H200 chips to meet all customer orders in real time. This statement directly addresses market concerns about the AI computing power supply chain, particularly the growing demand for chips in the cloud computing sector.
The statement specifically noted that while NVIDIA's cloud partners can lease their own H100/H200 chips online, this "does not mean the company is unable to accept new orders." This clarification aims to dispel market misunderstandings about the chip allocation mechanism, clarifying that leasing and capacity supply are separate entities. NVIDIA also categorically refuted the claim that H20 chip sales impacted the supply of other products, emphasizing that H20 shipments "have no impact on the supply of H100/H200 or Blackwell products," and that the supply chains of each product line are completely independent.
This announcement comes at a critical time when global demand for AI computing power is surging. Nvidia is trying to stabilize market expectations through dual evidence of financial report data and the current status of the supply chain.
