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Pathikrit Bose

Nvidia Fights Back Against ‘Supply Constraint’ Rumors. Should You Buy the Dip in NVDA Stock Now?

Chip giant and artificial intelligence (AI) bellwether Nvidia (NVDA) has responded to recent media reports about alleged supply issues for its H100 and H200 chips from the earlier generation Hopper stable. Clearly stating that the company is facing no issues with supply, it addressed the rumors in a post on X (formerly Twitter):

"We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and 'sold out' of H100/H200. We have more than enough H100/H200 to satisfy every order without delay. 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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